IFA Administrator

3 days ago


Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

As an IFA Administrator at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting the delivery of financial advice services. Your responsibilities will include working closely with Financial Advisers to prepare recommendations and suitability reports.

Job Description:
  1. Collect client data and ensure compliance documentation is complete.
  2. Discuss client objectives with the Financial Adviser, gathering necessary information for reports.
  3. Assist in planning solutions to meet clients' needs, including tax calculations.
Key Skills:
  • Excellent communication and interpersonal skills.
  • Ability to work independently and in a team.
  • Good IT skills, including report writing.

We offer a competitive salary package, estimated at £25-28k per year, for this challenging and rewarding role.



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