Job Details
IFA Administrator
Sector:Financial Services
Region : South East England
Location: East Sussex
Salary: £20,000-£30,000 + benefits
Job Ref.: SL:PPEBRN
Job Information
A prestigious boutique firm with a strong presence in the East Sussex area are currently recruiting for an experienced IFA Administrator to support their Paraplanners and IFAsThe successful candidate:
• Experienced using systems such as First/Intelliflo/Transact
• Able to process new business, prepare client files for pre and post meeting review, organise the IFA diary and be a first line of contact for brokers, providers and clients
• Working towards Diploma in Financial Advice, preferably studying for or completed R01 or R05
• Professional, credible, experience at an IFA
The company:
• A professional, yet friendly and approachable firm of Financial Planners, working to speak to clients without jargon and give high quality advice
• A supportive environment which encourages further professional study
• A growing business, which will lead to organic opportunities for progression
• A meritocratic environment, paying competitive salaries for good quality candidates
If you fit the criteria for the ideal candidate above, please apply within.
Should you application be successful we will contact you within 2 weeks.