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Accountancy Divisions
,
Haywards Heath, West Sussex
IFA Administrator
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Full time IFA Administrator Location: Haywards Heath Up to £25,000per annum Are you an ambitious go-getter trying to get your foot in the door of a large financial planning and wealth management business? Financial Divisions are working with a Wealth Management firm looking for someone to join their growing team. If you have previous experience in a financial planning administration role or come from a financial services role then this might be the ideal job for you. Key Responsibilities: Supporting and working closely with our Financial Planners Onboarding and supporting new Financial Planners Producing annual review documents Trading on provider platforms and obtaining required information Booking client review meetings Accurate data input using 'Adviser Office’ (full training can be given) Running and managing ad hoc review projects The ideal candidate will have a certificate in financial planning, educated to degree level or equivalent and at least 5 years’ experience in financial services. If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions