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Financial Services Specialist
2 months ago
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory firm that offers comprehensive financial planning and investment advice.
They are seeking a professional to join their team as an IFA Administrator.
Key Responsibilities:
- Providing administrative support to the financial advisory team
- Assisting with client onboarding and data management
- Preparing and maintaining accurate financial records
- Supporting the development of financial plans and investment strategies
Requirements:
- Relevant qualifications and experience in financial services
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment
What We Offer:
- A competitive salary up to £30,000 (based on experience and qualifications)
- A dynamic and supportive work environment
- Opportunities for professional growth and development
Location:
Bognor Regis
