IFA Administrator

Company:  Ernest Gordon Recruitment Limited
Location: Preston
Closing Date: 19/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
IFA Administrator £22,000 - £32,000 + Hybrid + Progression + Pension + 33 Days Holiday + Bonus + Other Company Benefits Hove, East Sussex, commutable from Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, hybrid working, excellent bonus schemes and 33 days holiday? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for an IFA Administrator to bolster their team. On a daily basis you will be responsible for administrative tasks and being trained on producing and sending annual review packs for clients. You will be required to upload client data and perform administrative duties to maintain back-office systems. This role requires you to be in the office for 2 days of the week. This role would suit an administrator or similar and are looking to take the next step within a tight knit Financial Services Company who will provide you with ample training and study support to assist in the rapid progression of your career. The company are known for their friendly working environment, great staff retention and generous packages. THE ROLE: * Administrative support to Advisers and Planners * Format and Prepare Documents *Ensure regulations are adhered to * Hybrid - 2 Days in office THE PERSON: * IFA Administrator * Familiar with requirements and regulations * Commutable to Hove Reference Number: BBBH15543 Key Words: Admin, Administration, Pensions Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Hybrid, Hove, East Sussex, Brighton, Worthing, Seaford, Eastbourne, Haywards Heath, Horsham, Crawley, Bognor Regis, Portsmouth If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates
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Ernest Gordon Recruitment Limited
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