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Ifa Administrator

4 months ago


West Grinstead, United Kingdom Appointed Ltd Full time

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.**

They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a part time role of 28 hours paying a FTE of 30k with ongoing pay rises every april and on completion of exams, 16 days holiday + 4-5 days over the christmas period and team building days/events.
- Prepare meeting paperwork for clients and advisers
- Deal with new business
- Assist with client enquiries
- Liaise with providers
- Input client information to the back office database

**Job Type**: Part-time

**Salary**: £24,000.00 per year

Expected hours: 28 per week

**Benefits**:

- Additional leave
- Company events
- Company pension
- Free parking
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person