Full job descriptionIFA Administrator, Client Relationship Support
Location: Horsham, Sussex
Salary: £27,000 - £35,000
Contract: Permanent
Hours: Full-time
Working Pattern: Hybrid
The Role
An excellent opportunity has arisen for an experienced IFA Administrator / Client Relationship Support professional to join a growing Wealth Management team.
You will provide administration and client support to Financial Planners, ensuring client work is processed accurately and a high level of service is maintained throughout the client journey.
Key Responsibilities
*Maintain accurate client records and communications
*Prepare and process new and existing client work
*Prepare client packs and meeting documentation
*Liaise with product and investment providers
*Keep clients and Financial Planners updated
*Review completed client files
*Work to agreed KPIs and deadlines
*Support process and service improvements
*Ensure work is completed in line with regulatory requirements
About You
*Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning
*Knowledge of financial products and financial planning
*Excellent organisation and attention to detail
*Strong communication and client service skills
*Good Microsoft Office skills, particularly Excel and Word
*Ability to manage multiple priorities and meet deadlines
*Proactive, professional and team-focused approach
Qualifications
*Cert CII (FS) including R01 and LP2, or working towards
*Working towards the CII Diploma in Regulated Financial Planning (DipPFS)
Benefits
*Competitive salary
*Hybrid working
*Competitive pension
*Private Medical Insurance
*Life assurance and Death in Service
*Annual leave plus bank holidays
*Flexible working
*Professional development and qualification support
Apply now for further information about this opportunity!