Financial Services Specialist

6 days ago


Bognor Regis, West Sussex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
About the Company:

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



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