IFA Support Specialist

1 month ago


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

Artemis Recruitment Consultants Ltd is seeking an experienced IFA Support Specialist to join our team. This role offers a competitive salary of £26,000 - £32,000 per annum.

About the Position:

  • We are looking for a highly skilled and organized individual to provide administrative support to our Financial Advisers in delivering exceptional client service.
  • The ideal candidate will have excellent communication skills, be able to work effectively in a team environment, and possess a strong understanding of financial planning principles.
  • You will be responsible for maintaining accurate records, gathering data, and preparing reports in line with company policy.
  • This is an exciting opportunity to develop your career in a dynamic and supportive environment.

Key Responsibilities:

  • Collect and collate client information, ensuring compliance documentation is present and correct.
  • Discuss client objectives with Financial Advisers, identifying necessary information for financial reports.
  • Assist in planning and sourcing solutions to meet client needs, preparing tax calculations where necessary.
  • Obtain quotes, illustrations, and product details, providing comparisons for analysis.
  • Prepare suitability letters and reports for Financial Adviser approval, along with associated documentation.

Requirements:

  • A strong understanding of financial planning principles and processes.
  • Excellent organizational and time management skills.
  • Ability to work effectively in a team environment.
  • Strong communication and interpersonal skills.
  • Able to prioritize and manage multiple tasks simultaneously.


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    About the RoleWe are currently seeking an experienced IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.Key ResponsibilitiesProviding administrative support to the IFA team, including data entry,...


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    An established IFA firm in the Worthing area is currently seeking a highly motivated Administrator to join their team.The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.Salary: Up to £30,000 per annum, plus a range of benefits. Requirements include having relevant experience as an FS...


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    Job DescriptionWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.ResponsibilitiesProviding administrative support to the IFA team, including data entry, record-keeping, and...

  • IFA Administrator

    2 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:Collect client data and ensure compliance documentation is...


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    We are working with a successful IFA firm based in the UK who are seeking an experienced Administrator to join their team.This is for the role of supporting a successful IFA and working within a sales support team.The salary for this role is up to £30,000 per annum plus benefits.Requirements include being an experienced FS Administrator or Junior...


  • Worthing, West Sussex, United Kingdom Consensus Support Full time

    At Consensus Support, we believe that our Support Workers are our greatest asset. To help you succeed, we provide training and qualifications to support your personal and professional growth, enabling you to achieve your full potential.This rewarding role offers a competitive hourly rate of £94 per hour, and you will be working across various shift...


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    Role OverviewWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.About the RoleThis is an excellent opportunity for an experienced administrator looking to take their career to the next level. As...

  • Care Specialist

    7 days ago


    Worthing, West Sussex, United Kingdom Consensus Support Full time

    At Consensus Support, we're on a mission to empower individuals with learning disabilities, autism, and complex needs. As a Care Specialist, you'll play a vital role in making a meaningful difference in their lives.About the RoleThis position is for a Waking Night Support Worker in our Huntley, Worthing service. You'll receive £94 per hour for your...


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

    Artemis Recruitment Consultants Ltd is seeking a highly skilled and organised individual to join their team as an IFA Administrator. The successful candidate will work in collaboration with Financial Advisers, assisting them in preparing recommendations and producing suitability reports.Key Responsibilities:Collect and collate client information, ensuring...


  • Worthing, West Sussex, United Kingdom Astral Recruitment Full time

    Astrum Recruitment is assisting a leading financial services company in finding a skilled Administrator to work closely with their IFA team.The ideal candidate will have experience as a FS Administrator or Junior Paraplanner and be able to provide administrative support in a fast-paced environment.Salary: Up to £30,000 per annum, depending on experience....


  • Worthing, West Sussex, United Kingdom CV Screen Full time

    Job Title: IT Support SpecialistLocation: Worthing, West Sussex (commutable from nearby towns)Estimated Salary: £25,000 - £27,500 per annumWe are currently recruiting for an exciting opportunity for an IT Support Specialist based in Worthing, West Sussex. This is a full-time, office-based role offering an excellent benefits package.Duties &...


  • Worthing, West Sussex, United Kingdom CV-Library Full time

    Education Support SpecialistWe are seeking a dedicated Further Education Teaching Assistant to join our specialist college in Horsham, West Sussex. This role is ideal for someone passionate about making a positive impact in the lives of young adults aged 19 and over, supporting them in their educational journey.About UsAs a leading National Provider of...


  • Worthing, West Sussex, United Kingdom Hays Specialist Recruitment - Education Full time

    Teaching Opportunity Hays Specialist Recruitment - Education is seeking a qualified Mathematics Teacher to fill a permanent position at our client school. The successful candidate will have the opportunity to contribute to the academic growth and personal development of our students. Job Description As a Mathematics Teacher, you will be responsible for...


  • Worthing, West Sussex, United Kingdom Randstad Full time

    Job OverviewThe role of an Educational Support Specialist is to provide personalized support to students with social, emotional, and mental health needs in a dynamic alternative provision setting. This position requires a dedicated and resilient individual who can empower students to navigate challenges and develop self-regulation skills within a supportive...


  • Worthing, West Sussex, United Kingdom Hays Specialist Recruitment - Education Full time

    Job OverviewWe are seeking a highly skilled Mathematics Teacher to join our team at Hays Specialist Recruitment - Education. This permanent position offers an exciting opportunity for both experienced educators and Early Career Teachers (ECTs) to contribute to students' academic growth and personal development.Responsibilities:Curriculum Development: Develop...


  • Worthing, West Sussex, United Kingdom NHS Full time

    Job SummaryWe are seeking a reliable and hardworking individual to join our Portering Team as a Hospital Support Specialist. The successful candidate will be responsible for providing logistical support to our clinic teams, including patient transfers, equipment movement, and waste disposal.Key ResponsibilitiesSupporting the movement of patients and medical...


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

    Administrative Support SpecialistArtemis Recruitment Consultants Ltd is looking for an Administrative Support Specialist to join their team in Worthing. This role is integral to providing a first-class service to our financial planning clients.Key Responsibilities:Arrange team meetings, client meetings, and appointmentsManage post for adviser teamsAdminister...


  • Worthing, West Sussex, United Kingdom Leaders In Care Recruitment Ltd Full time

    Surgical Theatre RoleLeaders In Care Recruitment Ltd are seeking a skilled individual to join their team as a Surgical Theatre Support Specialist. This prestigious role offers a unique opportunity to work in a world-class healthcare facility renowned for its complex surgeries and exceptional patient care.As a Surgical Theatre Support Specialist, you will be...


  • Worthing, West Sussex, United Kingdom This is an IT support group Full time

    We are looking for a talented Financial Administrator to join our dynamic team at a leading Wealth Management Company. As a key member of the team, you will provide administrative support, handle client inquiries, and contribute to the success of the organization.ResponsibilitiesEffective communication and record-keeping.Collaboration with colleagues to...


  • Worthing, West Sussex, United Kingdom Vantage Consulting Full time

    Job DescriptionWe are seeking a highly skilled IT Support Specialist to join our team at Vantage Consulting. As a key member of our technical services team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our solutions.ResponsibilitiesProvide first-level technical support via phone and email to...