IFA Administrator

CV-Library

Posted on Sep 19, 2024 by CV-Library
Brighton, East Sussex, United Kingdom
Accountancy
Immediate Start
£22k - £32k Annual
Full-Time
IFA Administrator

£22,000 - £32,000 + Hybrid + Progression + Pension + 33 Days Holiday + Bonus + Other Company Benefits

Hove, East Sussex, commutable from Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth

Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, hybrid working, excellent bonus schemes and 33 days holiday?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for an IFA Administrator to bolster their team.

On a daily basis you will be responsible for administrative tasks and being trained on producing and sending annual review packs for clients. You will be required to upload client data and perform administrative duties to maintain back-office systems. This role requires you to be in the office for 2 days of the week.

This role would suit an administrator or similar and are looking to take the next step within a tight knit Financial Services Company who will provide you with ample training and study support to assist in the rapid progression of your career. The company are known for their friendly working environment, great staff retention and generous packages.

THE ROLE:
* Administrative support to Advisers and Planners
* Format and Prepare Documents
*Ensure regulations are adhered to
* Hybrid - 2 Days in office

THE PERSON:
* IFA Administrator
* Familiar with requirements and regulations
* Commutable to Hove

Reference Number: BBBH15543

Key Words: Admin, Administration, Pensions Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Hybrid, Hove, East Sussex, Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates

Reference: 222349954

https://jobs.careeraddict.com/post/95437618
CV-Library

IFA Administrator

CV-Library

Posted on Sep 19, 2024 by CV-Library

Brighton, East Sussex, United Kingdom
Accountancy
Immediate Start
£22k - £32k Annual
Full-Time
IFA Administrator

£22,000 - £32,000 + Hybrid + Progression + Pension + 33 Days Holiday + Bonus + Other Company Benefits

Hove, East Sussex, commutable from Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth

Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, hybrid working, excellent bonus schemes and 33 days holiday?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for an IFA Administrator to bolster their team.

On a daily basis you will be responsible for administrative tasks and being trained on producing and sending annual review packs for clients. You will be required to upload client data and perform administrative duties to maintain back-office systems. This role requires you to be in the office for 2 days of the week.

This role would suit an administrator or similar and are looking to take the next step within a tight knit Financial Services Company who will provide you with ample training and study support to assist in the rapid progression of your career. The company are known for their friendly working environment, great staff retention and generous packages.

THE ROLE:
* Administrative support to Advisers and Planners
* Format and Prepare Documents
*Ensure regulations are adhered to
* Hybrid - 2 Days in office

THE PERSON:
* IFA Administrator
* Familiar with requirements and regulations
* Commutable to Hove

Reference Number: BBBH15543

Key Words: Admin, Administration, Pensions Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Hybrid, Hove, East Sussex, Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates

Reference: 222349954

Share this job:
CareerAddict

Alert me to jobs like this:

Amplify your job search:

CV/résumé help

Increase interview chances with our downloads and specialist services.

CV Help

Expert career advice

Increase interview chances with our downloads and specialist services.

Visit Blog

Job compatibility

Increase interview chances with our downloads and specialist services.

Start Test

Similar Jobs

IFA Administrator

Brompton, Medway, Kent, United Kingdom

IFA Administrator

Edinburgh, City of Edinburgh, United Kingdom

IFA Administrator

Manchester, Greater Manchester, United Kingdom

IFA Administrator

Ormskirk, Lancashire, United Kingdom