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.