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Ifa Administrator

2 weeks ago

Brighton and Hove, United Kingdom Ortus PSR Full time

The opportunity for a brilliant Financial Planning Administrator to join an excellent Financial Advisory company comprised of dedicated advisers, accredited accountants, specialist tax experts and a fantastic support team in the Brighton area

You will have previous experience in a Financial Planning company and work alongside their Team Leader and Paraplanners to ensure the appropriate end to end management of the client lifecycle.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
- Experience with Intelligent Office (IO) desirable