IFA Administrator/Wealth Planning Administrator

Overview

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.

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    IFA Administrator/Wealth Planning Administrator

    Overview

    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.

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    • 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.
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    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.

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    Overview

    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.

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    Overview

    Job title: IFA Administrator / Wealth Planning Administrator

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      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning 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 and may have other vacancies that will be more suited to your skill set.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837