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 IFAs

The 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.