Financial Services Administrator - 28 HOURS

Posted 3 April by Appointed ltd
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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.

Ideal candidates will have worked within a similar role, 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.

Required skills

  • Chartered
  • Financial Advice
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management
  • Independent Financial Advice

Reference: 52418919

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