Current jobs related to Experienced Ifa Administrator - Hove - Verso Wealth Management Brighton & Hove

  • IFA Administrator

    1 week ago

    Hove, United Kingdom Page Personnel Full time

    Experience in a similar IFA roleWork with a growing businessAbout Our ClientThis organisation is a well-established entity within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and...

  • IFA Administrator

    2 weeks ago

    Hove, United Kingdom Michael Page Full time

    Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment. Client Details This organisation is a well-established...

  • IFA Administrator

    1 week ago

    Hove, United Kingdom Michael Page Full time

    Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment. Client Details This organisation is a well‑established...

  • IFA Administrator

    6 days ago

    Hove, United Kingdom Michael Page Full time

    Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment. Client Details This organisation is a well-established...

  • Ifa Administrator

    2 weeks ago

    Hove, United Kingdom Ortus PSR Full time

    A small independent Financial Advisory firm based out of Hove is looking to hire an experienced Administrator to help look after their clients and liaise with providers. They are looking for someone who they can develop within the business and train themto take on more responsibility and develop into a Paraplanner or Advisor. This is a close-knit team that...

  • IFA Support Administrator

    6 days ago

    Hove, United Kingdom Roxboro Full time

    IFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on ExperiencePlease ensure you read the below overview and requirements for this employment opportunity completely.Roxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us...

  • IFA Support Administrator

    1 week ago

    Hove, United Kingdom Roxboro Full time

    IFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on ExperiencePlease ensure you read the below overview and requirements for this employment opportunity completely.Roxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us...

  • Ifa Administrator

    4 days ago

    Hove, United Kingdom IEP Financial Ltd Full time

    **Role purpose** We are seeking an IFA Administrator with at least 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. **Responsibilities** - Provide administrative support to Advisers and Paraplanners. - Input and maintain data on the Company’s back office...

  • IFA Support Administrator

    5 days ago

    Hove, United Kingdom Roxboro Full time

    Job DescriptionIFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on ExperienceRoxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans.Our clients look to us for help in managing their pensions and other...

  • IFA Support Administrator

    3 weeks ago

    Hove, United Kingdom Roxboro Full time

    Job DescriptionIFA Support Administrator / Brighton and Hove / £25,000 to £30,000 Per Annum, Depending on ExperienceRoxboro are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans.Our clients look to us for help in managing their pensions and other...

Experienced Ifa Administrator

2 weeks ago

Hove, United Kingdom Verso Wealth Management Brighton & Hove Full time

**Role purpose**

We are seeking an IFA Administrator with at least 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.

**Responsibilities**
- Provide administrative support to Advisers and Paraplanners.
- Input and maintain data on the Company’s back office system.
- Update and manage a diary system, taking action when required.
- Format and prepare letters and documents.
- Support Advisers in managing their pipeline and portfolio of existing business.
- Communicate with Life Offices and Investment Houses when requesting information.
- Prepare files for compliance checking.
- Undertake filing, photocopy and scanning duties when required.
- Maintain client records using the Intelligent Office system.
- Keep up to date with all relevant product, legislative and technical changes.
- Submit new business.
- Manage client reviews, including preparing client valuations.
- Prepare client reports - these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements.
- Review products available to meeting client needs and make appropriate recommendations.
- Develop productive working relationships with colleagues and clients throughout the financial services environment.
- Act ethically, impartially, and always in the best interests of clients.
- Follow the internal IEP processes and procedures.
- Ensure compliance adherence with the FCA regulatory and legislative requirements.
- Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
- Act in accordance with the terms and conditions your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.
- Salary £20,000-30,000pa._
- Please note: Salary will be based on experience and qualifications._

Pay: £20,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free flu jabs
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Hove: reliably commute or plan to relocate before starting work (required)

**Experience**:

- IFA Administration: 2 years (required)

Work Location: In person

Reference ID: IFA Administrator