Title: Wealth Planning / IFA Administrator
Worthing Sussex – from £25,000 up to £30,000
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
For more information about the role and practice, please apply.