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Junior IFA Administrator

Junior IFA Administrator

Michael Page
locationSussex Rd, Brighton and Hove, Hove BN3, UK
PublishedPublished: Published 1 week ago
£24,000 - £25,000

This is an exciting opportunity for a Junior IFA Administrator to support a team within the Financial Services industry. The role requires an organised and detail-oriented individual to assist with administrative tasks in a professional and efficient manner.

Client Details

The employer is a small-sized company within the Financial Services industry, known for providing expert financial advice and solutions. They are dedicated to delivering excellent client service and ensuring a supportive working environment for their team.

Description

  • Assist with the preparation and processing of client documentation and correspondence.
  • Maintain accurate records and update client databases as required.
  • Schedule and manage client appointments and meetings.
  • Provide administrative support to financial advisers and the wider team.
  • Handle incoming client queries and direct them appropriately.
  • Ensure compliance with company policies and regulatory requirements.
  • Assist with the preparation of reports and client reviews.
  • Support the team with any additional administrative tasks as needed.

Profile

A successful Junior IFA Administrator should have:

  • Previous administrative experience, ideally within the Financial Services industry.
  • Strong organisational and time management skills.
  • Proficiency in using office software and databases.
  • An eye for detail and a commitment to accuracy.
  • Excellent communication and interpersonal skills.
  • A proactive attitude and the ability to work effectively in a team.

Job Offer

  • Competitive salary ranging from 24,000 to 25,000 per annum.
  • Permanent position based in Hove.
  • Opportunity to work within a supportive and professional team environment.
  • Chance to develop your skills and career within the Financial Services industry.

If you are looking to grow your career as a Junior IFA Administrator in Hove, we encourage you to apply for this exciting opportunity today!

Salary range

  • £24,000 - £25,000