Back to search

IFA Administrator

Hove Permanent £28,000 - £32,000 per year View Job Description
We are searching for a meticulous and experienced IFA Administrator, with a keen eye for detail, to join our team. The ideal candidate will be responsible for supporting the team in delivering a first-class service to our clients.
  • Previous IFA/Financial Services Experience
  • Work with a growing business

About Our Client

Our client is a medium-sized organisation operating in the financial services sector. Based in Hove, the company prides itself on providing high-quality financial advice and creating long-term relationships with its clients.

Job Description

  • Assist in the administration of client portfolios and financial planning arrangements.
  • Process new business applications and follow up with providers to ensure timely business processing.
  • Prepare and compile financial analysis reports.
  • Participate in client meetings and prepare meeting minutes.
  • Communicate with clients to answer queries and obtain information.
  • Maintain client files in compliance with regulatory requirements.
  • Stay updated with industry news and regulatory changes.
  • Support the IFA team in any other administrative tasks as required.

The Successful Applicant

A successful IFA Administrator should have:

  • A solid background in financial services.
  • Proficiency in financial planning software and MS Office Suite.
  • Strong administrative skills with an eye for detail.
  • Excellent communication skills, both written and verbal.
  • Ability to work well within a team and individually.
  • Good organisational and time management skills.
  • Professionalism and a strong work ethic.

What's on Offer

  • An estimated salary range of £28,000 - £32,000.
  • Opportunity to work in a friendly, professional environment.
  • A central location in Hove, with easy access to public transport.
  • Opportunity to further your career in the financial services industry.



We encourage all IFA Administrator's who believe they possess the necessary skills and experience to apply. This is a fantastic opportunity to join a reputable company and further develop your skills within the industry

Contact
Ciaran McAdam
Quote job ref
JN-022025-6658648
Phone number
+44 1273 201217

Job summary

Job function
Finance
Subsector
Operations
Sector
Financial Services
Location
Hove
Contract type
Permanent
Consultant name
Ciaran McAdam
Consultant phone
+44 1273 201217
Job reference
JN-022025-6658648