Tony Alan Recruitment currently has an exciting job opportunity for a Finance Administrator to join a world leading business in the Crawley area on a permanent basis.
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm and that are looking for an Administrator to expand the team due to their continued success.
As an Client services Administrator you will work closely with the team of Financial Advisers, to ensure efficient support and workflow to the companies clients and the wider team.
This is a refreshing position within Financial Planning as we are open to most backgrounds, as long as you have the right attitude; willing to learn, polite, organised, motivated, with fantastic attention to detail... the rest can be taught!
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
My client are a Chartered independent wealth planning firm in West Sussex who I have placed 3 staff with.
They have 500 clients in their current setup with on average £1m of assets to invest per client.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Our client is a successful and established IFA firm based in Shoreham 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 £35000 plus benefits.
This is for the role of Senior IFA Administrator supporting a successful IFA and working within a team of Sales support