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Senior IFA Administrator IFA Acquisition team

Astral Recruitment
Posted 7 hours ago, valid for 3 hours
Location

Hove, East Sussex BN3 7EX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a Financial Services business located in Hove, is seeking an experienced Financial Services Administrator to join their team.
  • The role involves supporting the Acquisition team with the integration of acquired companies into the brand, focusing on data input and client integration.
  • Candidates should ideally have experience in a senior admin function within an IFA company, with a preference for those with relevant industry experience.
  • The position offers a base salary of up to £40,000, along with potential bonuses.
  • No formal qualifications are required for this role.

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team

In this role you will support the the Acquisition team who are intgrating other acquired companies into the brand

The role will involve

Data input and a high level of detail dealing with client integration

Support the Acquisition Team with the integration of acquired businesses into our central services, processes systems and CRM

Assist Aquisition Team in overall analysis as required in regard to defining confirmed or potential future project scope and/or workflow

Prepare MI data when requested

Assist with weekly maintenance of project status reports and project plans

Migrating client data from legacy systems into our central CRM (IO)

Ideally you would currently be in an IFA company in a senior Admin function

No qualifications are required for this role

Base to £40000 plus bonuses

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.