Ifa Administrator

3 weeks ago

Worthing, United Kingdom Carlton Mays Full time

IFA Administrator | Worthing | c £18K - £25K Neg / DOE

We are seeking an experienced Financial Services / Wealth Administrator to join our client at their office in Worthing.

Previous experience within Wealth / Financial Services is desired.

You will be supporting the Adviser to provide the best advice and service.

**Duties include**:
Act as point of contact for all clients and providers

Maintaining client database, ensuring updates are well presented, accurate and compliant

Assist with processing of new business and review packs

Arranging client meetings and managing the Adviser’s diary

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is essential.

In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment.

**Job Types**: Full-time, Permanent

**Salary**: £18,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Worthing: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you have previous experience within a Financial Services Administration role

Work Location: In person

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