Ifa Administrator - West Grinstead, United Kingdom - Appointed Ltd
Description
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 part time role of 28 hours paying a FTE of 30k with ongoing pay rises every april and on completion of exams, 16 days holiday + 4-5 days over the christmas period and team building days/events.
- 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
Job Type:
Part-time
Salary:
£24,000.00 per year
Expected hours: 28 per week
Benefits:
- Additional leave
- Company events
- Company pension
- Free parking
- Onsite parking
- Sick pay
Schedule:
- Monday to Friday
Work Location:
In person
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