Ifa Administrator/wealth Planning Administrator - Brighton, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Brighton, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job title:
IFA Administrator / Wealth Planning Administrator

Location:
Brighton

Salary:
£23,000 - £28,000 depending upon experience


Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.


Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.


Main Duties

  • Provide high quality support to team
  • Assist Advisers in the production and issuing of client advice, including liaison with
- product providers and undertaking product research

  • Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA's Conduct Rules
  • Act with honesty and integrity in all dealings with clients and peers alike
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
  • Ensure registers and logs are kept up to date and reviewed on a regular basis.

Benefits / details of the role:

  • Great location in Brighton
  • Good sized company with scope to grow and develop your career
  • Full study support and study leave to take exams
  • DIS
  • Private medical insurance

Salary:
£23,000.00-£28,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 1 years experience of working as an IFA Administrator within a wealth planning company?

Work Location:
In person
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