Reed Specialist Recruitment are proud to be representing a national IFA firm who have made a recent acquisition in Worthing, and need a new IFA Administrator support their high performing team of Advisers/Paraplanners.
The key responsibilities for the role are as follows -
The successful applicant will attract a basic salary of up to £28,000 with added benefits, and the ability to work from home 2 days a week.
Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
Job Title/Location: IFA Administrator, West Sussex
Hybrid: Once through training & settled, there is some WFH flexibility
Are you a Wealth Planning / IFA Administrator seeking your next challenge and opportunity to continue professional development and build technical knowledge?
General
Or are you a Junior Paraplanner looking for an opportunity to work for a client centric boutique IFA, with the opportunity to work highly collaboratively with Advisers?
Our client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team
This is an amazing role where you will inherit a client base from a retiring IFA
The role is to service the client base together with gaining new business
Our client is a successful and well established tSussex IFA firm with their own in house Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team
You must have experience doing Mortgages and Protection Admin or at least Mortgage Admin
There is the chance of 1-2 days from home and 3-4 days in the office
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
With over 6000 employees, it supports 37 million people in 120 countries.
Requirements: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
Hybrid: Once through training & settled, there is some WFH flexibility
We are looking for an experienced IFA Administrator who has Intelligent Office experience
Our client is a successful and established IFA firm in Worthing and they are currently looking for an experienced Financial Services Administrator to join the team
You will be processing Investments and Pension work so the successful candidate will come from a similar background