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
Our client is a successful and established IFA firm based in Horsham and they are currently looking for 2 experienced FS Administrators to join their team
This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits.
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.
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.
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!
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
This is for the role of Senior IFA Administrator supporting a successful IFA and working within a team of Sales support
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £35000 plus benefits.
Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team
We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale.
You will be processing Investments and Pension work so the successful candidate will come from a similar background
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
This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £30000 plus benefits.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Pension and Investment Administrator to help their Advisers service clients, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
Our client is a successful and established multi branch Financial Services company and they are currently looking for a Compliance Administrator to join the team
Previous experience required in financial services, ideally a wealth management/financial planning/IFA environment is preferable rather than a restricted business
The successful candidate will ideally be based in Shoreham but we could look at a base at the other offices