Current jobs related to IFA Administrator - Horsham, West Sussex - Vision-FS Recruitment

  • IFA Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Administrative Support for IFA FirmWe are seeking an experienced IFA Administrator to provide administrative support to our client, a successful IFA based in Horsham.The ideal candidate will have a strong background in administration and experience working in the IFA sector. They will be responsible for supporting the MD and dealing with any troubleshooting...

  • IFA Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Administrative Support for IFA FirmWe are seeking an experienced IFA Administrator to provide administrative support to our client, a successful IFA based in Horsham.The ideal candidate will have a strong background in administration and experience working in the IFA sector. They will be responsible for supporting the MD and dealing with any troubleshooting...

  • Junior Financial Services Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to support a successful IFA and work within a team of Sales support at our client's office in Hove.The ideal candidate will have a background in Financial Services, with experience in administration or a related field. We are open to considering candidates with limited experience from...

  • Junior Financial Services Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to support a successful IFA and work within a team of Sales support at our client's office in Hove.The ideal candidate will have a background in Financial Services, with experience in administration or a related field. We are open to considering candidates with limited experience from...

  • Pension Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Alexander Lloyd Full time

    Alexander Lloyd is partnering with a well-established financial services organisation in the UK to fill key roles in pensions, sales support, and compliance administration.To be considered for these positions, you'll need prior experience in pensions, an IFA, or compliance-related roles.The successful candidate will support the teams in ensuring that all...

  • Pension Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Alexander Lloyd Full time

    Alexander Lloyd is partnering with a well-established financial services organisation in the UK to fill key roles in pensions, sales support, and compliance administration.To be considered for these positions, you'll need prior experience in pensions, an IFA, or compliance-related roles.The successful candidate will support the teams in ensuring that all...

  • Pension Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Alexander Lloyd Full time

    Alexander Lloyd is partnering with a well-established financial services organisation in Horsham to fill key positions in Pensions, Sales Support, and Compliance Administration.To be considered for these roles, you'll need prior experience in Pensions, an IFA, or Compliance. Your duties will include:Supporting teams to ensure compliant files are supplied...

  • Pension Administrator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Alexander Lloyd Full time

    Alexander Lloyd is partnering with a well-established financial services organisation in Horsham to fill key positions in Pensions, Sales Support, and Compliance Administration.To be considered for these roles, you'll need prior experience in Pensions, an IFA, or Compliance. Your duties will include:Supporting teams to ensure compliant files are supplied...

  • Trainee Paraplanner Opportunity

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    We are seeking a Trainee Paraplanner to join our team at Astral Recruitment.This is a fantastic opportunity for a Financial Services administrator looking to develop their career in a successful IFA business.The ideal candidate will have a background in Financial Services and be looking for a challenging role that offers opportunities for growth and...

  • Trainee Paraplanner Opportunity

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    We are seeking a Trainee Paraplanner to join our team at Astral Recruitment.This is a fantastic opportunity for a Financial Services administrator looking to develop their career in a successful IFA business.The ideal candidate will have a background in Financial Services and be looking for a challenging role that offers opportunities for growth and...

  • Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is working with a successful and established IFA firm to find a Senior Administrator/Manager to join their team in Horsham.This role offers the chance to work with FS administration, processing Investment and Pension work, with 30% of your time dedicated to managing and helping train new entrants.The...

  • Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is working with a successful and established IFA firm to find a Senior Administrator/Manager to join their team in Horsham.This role offers the chance to work with FS administration, processing Investment and Pension work, with 30% of your time dedicated to managing and helping train new entrants.The...

  • Financial Services Coordinator

    4 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is proud to present a new opportunity for a Senior Administrator/Manager to join a successful and established IFA firm with offices across Sussex.This role offers the chance to be based in Horsham and work with a dynamic team. As a Senior Administrator, you will be responsible for processing...

  • Financial Services Coordinator

    4 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is proud to present a new opportunity for a Senior Administrator/Manager to join a successful and established IFA firm with offices across Sussex.This role offers the chance to be based in Horsham and work with a dynamic team. As a Senior Administrator, you will be responsible for processing...

  • Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is proud to present a new opportunity for a Senior Administrator/Manager to join a successful and established IFA firm with offices across Sussex.This role offers the chance to be based in Horsham and work with a dynamic team. As a Senior Administrator, you will be responsible for processing...

  • Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Senior Administrator/Manager OpportunityAstral Recruitment is proud to present a new opportunity for a Senior Administrator/Manager to join a successful and established IFA firm with offices across Sussex.This role offers the chance to be based in Horsham and work with a dynamic team. As a Senior Administrator, you will be responsible for processing...

  • Financial Services Professional

    4 weeks ago

    Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Job Title: Independent Financial AdvisorJoin a leading boutique firm in Horsham, West Sussex, as an Independent Financial Advisor. Our award-winning company provides independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an Independent Financial Advisor, you will be reporting to...

  • Financial Services Professional

    4 weeks ago

    Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Job Title: Independent Financial AdvisorJoin a leading boutique firm in Horsham, West Sussex, as an Independent Financial Advisor. Our award-winning company provides independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an Independent Financial Advisor, you will be reporting to...

  • Pensions and Investment Administrator

    5 months ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £35,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning...

  • Ifa Administrator

    5 months ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator** **Based Horsham** **Salary up to £32,000 + bonus** **Do you love organising, planning and thinking ahead?** Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? Then we have the role for you **The role/company** Our client is a boutique wealth planning company...

  • IFA Compliance Administrator

    1 month ago

    Horsham, United Kingdom CV-Library Full time

    Our client is a very successful established IFA business and they are currently looking for Compliance support to join their team This is an entry level role however we are looking for people from a Financial Services background looking to step into Compliance. This role could lead to a great career within an IFA and Compliance work The ideal candidate...

  • IFA Compliance Administrator

    1 month ago

    Horsham, United Kingdom Astral Recruitment Full time

    Our client is a very successful established IFA business and they are currently looking for Compliance support to join their teamThis is an entry level role however we are looking for people from a Financial Services background looking to step into Compliance. This role could lead to a great career within an IFA and Compliance workThe ideal candidate will...

  • IFA Compliance Administrator

    3 weeks ago

    Horsham, United Kingdom Astral Recruitment Full time

    Our client is a very successful established IFA business and they are currently looking for Compliance support to join their team This is an entry level role however we are looking for people from a Financial Services background looking to step into Compliance. This role could lead to a great career within an IFA and Compliance work The ideal candidate will...

  • Pensions and Investment Administrator

    5 months ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £30,000** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning company with purpose built...

  • Financial Services Administrator

    5 months ago

    Horsham, United Kingdom Astral Recruitment Full time

    Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Horsham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new...

  • Trainee Paraplanner required, Established IFA firm

    2 months ago

    Horsham, United Kingdom Astral Recruitment Full time

    NEW to market Our client is a successful IFA business and they are currently looking for a Trainee Paraplanner to join their team This is a successful IFA firm with around 100 employees This is an office based role in Horsham with all training We need candidates from a Financial Services background who are looking for a great chance within the FS industry to...

  • IFA Compliance Administrator

    2 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time €25,000

    Our client is a very successful established IFA business and they are currently looking for Compliance support to join their team This is an entry level role however we are looking for people from a Financial Services background looking to step into Compliance. This role could lead to a great career within an IFA and Compliance work The ideal candidate...

  • Mortgage Administrator

    5 months ago

    Horsham, United Kingdom Recruit UK Full time

    **Job Title**: Mortgage Administrator **Industry**:Mortgages **Location**:Horsham **Salary**:£23,000- £30,000 **Ref**: 8215 Recruit UK are working on an exciting role for an experienced Mortgage Administrator to join a dynamic IFA. A fast paced financial services company that demands excellent customer service. The role of Mortgage Administrator will...

  • Pa/administration Assistant

    5 months ago

    Horsham, United Kingdom Horsham Financial Services Ltd Full time

    An opportunity has arisen for a professional and adaptable PA/Administrator to work within a Senior Partner Practice which is part of St. James's Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on...

  • Compliance Administrator

    5 months ago

    Horsham, United Kingdom Schroders Full time

    About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey - from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial...

  • Compliance Administrator

    4 months ago

    Horsham, United Kingdom Schroders Full time

    About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial...

IFA Administrator

2 months ago

Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time
About the Role

We are seeking a highly skilled and experienced IFA Administrator to join our client's growing team in their boutique firm. The successful candidate will be responsible for providing administrative support to the Senior IFA Administrator and will play a key role in the firm's continued success.

Key Responsibilities
  • Process new business submissions and ongoing adviser/customer support for existing platform and non-platform business.
  • Pre-meeting preparation, including obtaining full plan information and conducting research to provide Paraplanners with all necessary information.
  • AML checks on all clients, obtaining evidence and recording on the back office system.
  • Platform new business submission and all ongoing adviser/customer support for existing platform and non-platform business.
  • Processing of withdrawals, including general investments, PCLS, and UFPLS.
  • Producing valuations and meeting packs for annual and half-yearly client financial reviews.
  • Checking all new business for compliance, including pensions, investments, and life cover arrangements.
  • Preparing and issuing post-sale suitability letters.
  • Managing pipeline new business.
  • Checking and issuing annual review reports.
  • Liaising with clients and providers to provide full IFA and client support for both new and existing business.
  • Maintaining client database, including Intelligent Office.
  • Inputting and reconciling fees.
  • Managing/arranging diaries and client meetings for advisers.
  • Experienced in provider platforms, including Standard Life Elevate, OMW, Novia, Amber, Aviva, and ARC.
  • Preparation for regular staff administration meetings.
Requirements
  • At least 2 years' experience as an Administrator working within IFA.
  • Pensions and investments knowledge.
  • Experienced at processing new business.
  • Intelligent Office experience ideal.
What We Offer
  • A salary of up to £45,000 (depending on experience).
  • Annual bonus (discretionary).
  • 20 days' annual leave + bank holidays.
  • Study support.
  • Pension.
  • Career progression.