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Financial Services Administrator Role

1 month ago

Chichester, West Sussex, United Kingdom Heat Recruitment Full time

Become a key member of our client's Financial Advice practice, supporting the growth of their IFA Admin team.

As a skilled Business Support Assistant, you will work closely with Paraplanners and Advisers, delivering exceptional customer service and ensuring seamless operations.

Your responsibilities will include:

  • Preparing Engagement Letters and application forms
  • Managing client files and fact-finding exercises
  • Valuations, quotes, and Letters of Authority

Successful candidates will have:

  • Relevant experience in Financial Services, preferably IFA Admin
  • Excellent communication and organizational skills
  • Knowledge of Pensions, Investments, and Trusts/IHT
  • Able to prioritize tasks and manage workload effectively

This is a fantastic opportunity for career advancement, with a competitive salary of £27-32K, flexible working hours, and a comprehensive benefits package including financial support for additional exams and a pension scheme.