Independent financial advisory practice providing bespoke financial planning solutions throughout Sussex have an opening for Financial Services Administrator to join their financial planning team based in Eastbourne.
As the Financial Services Administrator you will be a friendly and professional point of contact for clients and enquiries (by phone, email and in person). You will organise existing and prospective client meetings and prepare client documentation required. You will also send letters of authority, produce portfolio valuations and prepare annual review packs.
The ideal candidate will have been working within an administrative function within a IFA practice set up and of had experience working with different platforms. Experience using Intelliflo or Enable would be advantageous. You will be an excellent communicator both verbal and written and enjoy client interaction.
In return you will receive a salary of upto £29k, Flexible working, Employer pension contribution 6%, Group Life scheme 3 x salary, Group Income Protection, Group Private Medical Insurance, 20 days holiday plus close the office over Christmas 2-3 more days, Funding for study material and exams, study time and salary increase on completion and Discretionary profit share scheme.
Please apply online for a full job spec!