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 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

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.