The key responsibilities for the role are as follows -
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 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 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
This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support
Our client is a successful and established IFA firm based in Worthing and they are currently looking for an experienced Administrator to join their team
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £30000 plus benefits.
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