IFA Administrator / Wealth Planning Administrator

Overview

Job title: IFA Administrator / Wealth Planning Administrator

Location: Brighton

Salary: £25,000 – £35,000 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: £25,000 – £35,000 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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    Overview

    Job title: IFA Administrator / Wealth Planning Administrator

    Location: Brighton

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    • Process all new business through to conclusion
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    • 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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Contact us

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