IFA Administrator

Location: Horsham

Salary: Up to £35k basic

Company

We are working with a a well established and respected independent Financial Services firm based in Horsham. They specialise in providing tailored financial advice across pensions, investments and long term wealth planning. The company offers a professional yet relaxed working environment, with a supportive and experienced team. Employees are encouraged to develop their skills and grow within the business.

IFA Administrator Responsibilities

• Preparing annual review packs for clients
• Managing and maintaining client records on CRM systems
• Booking client appointments and managing advisers’ diaries
• Drafting and sending post review letters and follow up correspondence
• Maintaining accurate client documentation in line with regulatory standards
• Providing administrative support to Financial Advisers
• Assisting the wealth processing team with new business processing and provider chasing

Experience Needed to Become an IFA Administrator

• Previous experience within the Financial Services industry (essential)
• Strong organisational skills with a high level of accuracy and attention to detail
• Ability to manage multiple tasks and work under pressure
• Excellent communication skills
• A professional, trustworthy, and team focused approach

Benefits of Being an IFA Administrator

• Competitive salary
• 23 days holiday + bank holidays
• Company pension scheme
• Nearby parking
• Supportive working environment with career development opportunities

If you are an IFA Administrator and interested in the above opportunity, please apply.