IFA Administrator Client Relationship Support

IFA 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!