Ifa Administrator

1 week ago

Hove, United Kingdom Ortus PSR Full time

A small independent Financial Advisory firm based out of Hove is looking to hire an experienced Administrator to help look after their clients and liaise with providers. They are looking for someone who they can develop within the business and train themto take on more responsibility and develop into a Paraplanner or Advisor.

This is a close-knit team that is trusted to get on with what is required to be successful. On Offer is hybrid WFH once the initial induction and training is completed.

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews

Liaise with providers and third parties, to obtain any information that may be needed

To be considered:
Experience of Intelligent Office would be beneficial

Experience working within an IFA is essential

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