Wealth Planning
2 weeks ago
**Job title: IFA Administrator / Wealth Planning Administrator**
**Location: Brighton**
**Salary: £25,000 - £35,000 depending upon experience**
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
**Main Duties**:
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
- product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
- example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
**Benefits / details of the role**:
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
**Salary**: £25,000.00-£35,000.00 per year
Schedule:
- Monday to Friday
Application question(s):
- Do you have at least 6 months experience in an IFA?
Work Location: In person
-
Wealth Planning
1 week ago
Brighton, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...
-
Brighton, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £23,000 - £28,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...
-
Financial Planning Administrator
6 days ago
Brighton, United Kingdom Interpersonnel UK Ltd Full time**Based in Brighton - Hybrid / Flexible home working** **Monday - Friday 8.45am-5.15pm** **Salary - Competitive + Excellent Benefits** Our Client is looking for an Administrator, with at least 2-3 years experience of working in a Financial Adviser firm, to join a successful and award-winning firm of Chartered Financial Planners and support the Financial...
-
Rathbones Group
2 days ago
Brighton, United Kingdom Graduate Recruitment Bureau Full timeApplications open on September 15th - Register your interest today!We’re one of the UK’s most reputable and established Wealth Managers with a Graduate Academy which is the bedrock of our talent development for the future. It’s an exciting time to join us as we continue our growth, where our people will make a real difference.Your experiences and...
-
Financial Planning Administrator
2 days ago
Brighton, United Kingdom celo.associates Full timeAre you looking to start your career in financial planning? Do you already have some experience in this area and are looking for your next move? If you can bring excellent organisational skills, your ability to pick things up quickly and get things done, we’d love to hear from you. We are a young and growing business with a modern and flexible outlook....
-
Financial Planner
2 days ago
Brighton, United Kingdom Pinstripe Personnel Full time**Wealth / Financial Planner** **West Sussex** **Negotiable Salary+ Client Base + Bonuses = Genuine £80,000+** An award winning Wealth Planning firm is looking to appoint an experienced Financial Planner to take over an existing client bank. The role has arisen due to the firm's expansion and is based in West Sussex. There is a large existing client...
-
Client Support
2 weeks ago
Brighton, United Kingdom Ortus PSR Full timeBe the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen...
-
Financial Planner
1 week ago
Brighton, United Kingdom Evelyn Partners Full time**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
-
Client Support Administrator
1 week ago
Brighton, United Kingdom Benchmark Capital Full time**Description**: We are seeking an experienced and proactive Client Services Administrator / IFA Administrator to join our Brighton team. This role is pivotal in delivering exceptional administrative and client support to our Financial Planners and ensuring a seamless experience for our clients. **What you'll do**: **Client Support** Assist Financial...
-
Financial Planner
1 week ago
Brighton, United Kingdom Evelyn Partners Full time**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...