Ifa Administrator

3 days ago

Worthing, United Kingdom Appointed Ltd Full time

**Whole of market financial planning practice with a longstanding client bank of nearly 15 years are recruiting in their busy close knit team for a experienced IFA Administrator to join their team.**

As the IFA Administrator you will have a key role of supporting the businesses financial planners with administration and being a key point of contact for client queries, whilst providing the Paraplanner with required information.

You will have a background in financial services, and have upto date product knowledge and be a strong communicator, In return my client will offer a salary of upto £30,000 + benefits, alongside support with financial planning qualifications.

**Duties such as**
- Undertaking product and fund research.
- Producing client review documentation.
- To ensure records are maintained and accurate.
- To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures.
- Answering queries from clients in a precise and polite manner.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 1 year (required)

Work Location: One location

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