My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.
They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time role, 9-5pm , paying circa 30k with ongoing pay rises every april and on completion of exams, 20 days holiday + 4-5 days over the christmas period and team building days/events.
Ideal candidates will have worked within a similar role working on XPlan, have a very friendly client focused approach, always looking to go the extra mile and posses high attention to detail. You will be a team player who is sharp and dynamic in your work approach.
- Prepare meeting paperwork for clients and advisers
- Deal with new business
- Assist with client enquiries
- Liaise with providers
- Input client information to the back office database
Please apply online for further information.