Financial Planning Administrator

TN United Kingdom; Eastbourne; On-site; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is seeking an IFA Administrator to join their reputable Financial Services Practice in Eastbourne. This role offers the opportunity to work closely with clients and the company's director, providing a friendly, non-corporate environment. As you grow in your position, you will take on complex cases, enhancing your skills and experience in financial planning. With competitive salary and benefits, this is a fantastic opportunity for someone looking to advance their career in finance.

Benefits

Pension contributions: 3% to 5%

Holiday entitlement increases over time

Birthday off

Christmas closure

Parking available

Qualifications

• Experience in an IFA setting is essential for this role.
• Strong communication skills are crucial for client interactions.

Responsibilities

• Support clients directly alongside the company director.
• Handle complex cases and broaden knowledge over time.

Skills

Professional communication skills

Knowledge of investments

Knowledge of pensions

Organised and adaptable

Previous experience in IFA setting

Job description

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Client:

Heat Recruitment

Location:

Eastbourne, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

b5cd4d11ec6a

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Location: Eastbourne

Salary: £25,000 - £30,000

Type: Permanent

Workplace: On-Site

Ref: 87401

We are assisting a client based in Eastbourne in hiring an IFA Administrator due to business success and growth to join their reputable Financial Services Practice, which provides a financial planning service. They are looking for someone who is friendly, focused, and enjoys building relationships with clients.

If you come on board, you will work directly alongside the company's director, helping support clients. Over time, you will work on complex cases and broaden your knowledge and experience by handling a varied workload.

Benefits:

• Salary: Up to £30,000
• Working hours: 9am to 5pm
• Friendly, non-corporate environment
• Parking available
• Pension contributions: 3% to 5%
• Holiday entitlement increases over time, plus birthday off and Christmas closure (extra days, not deducted from holiday allowance)

Candidate Requirements:

• Previous experience within an IFA setting
• Professional communication skills, both written and verbal
• Knowledge of investments and pensions
• Organised and adaptable

Apply today to be considered for this IFA Administrator role. If this specific vacancy isn't exactly what you're looking for, please contact us to discuss other opportunities. You can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we help them secure a new role.

Keywords: Client Services Administrator, Sales Support, IFA Administrator, financial service administrator, financial planning administrator, junior paraplanner, adviser support.