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IFA Administrator, West Sussex. Up to £35,000 plus benefits and bonus. We are working with a well established Chartered IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA ideally. This firm is going through a growth phase and this role has come about due to that expansion. Opportunity to further progress and develop your career within Financial Services is available with full study support and exams paid for.
The role:
- Supporting 2 Senior HNW Advisers and working alongside a team of Paraplanners and Administrators
- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly & compliantly
- Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings
- Liaising with product and system providers
- Fee and commission reconciliation
To apply:
- You must have previous experience gained in Financial Services preferably within an IFA.
- Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
