IFA Administrator

Michael Page; Hove; On-site; GBP 32,000 - 35,000; Full time

Job summary

A reputable financial services firm in Hove is seeking an experienced IFA Administrator to provide essential administrative support within a small, dedicated team. You will manage client communications, maintain accurate documentation, and ensure compliance with regulatory requirements. This permanent position offers a competitive salary ranging from £32,500 to £35,000 per annum and opportunities for skill development in a professional environment.

Qualifications

• Experience in an administrative role within the financial services.
• Strong organisational skills and attention to detail are essential.
• Proficiency in Microsoft Office applications is required.

Responsibilities

• Provide administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers for application processing.

Skills

Organisational skills

Attention to detail

Proficiency in Microsoft Office

Communication skills

Knowledge of financial products

Job description

Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment.

Client Details

This organisation is a well‑established entity within the financial services industry. As a small‑sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision.

Description

• Provide comprehensive administrative support to financial advisers and planners.
• Prepare client documentation and maintain accurate records.
• Liaise with clients and providers to ensure smooth processing of applications and policies.
• Manage and update client files and databases efficiently.
• Coordinate appointments and manage diaries for advisers.
• Handle incoming correspondence and distribute it appropriately.
• Assist with compliance and regulatory requirements within the financial services industry.
• Contribute to the continuous improvement of administrative processes.

Profile

• Experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office applications.
• Knowledge of financial products and services.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem‑solving and supporting team goals.

Job Offer

• Competitive salary ranging from £32,500 to £35,000 per annum.
• Permanent position within a reputable organisation in Hove.
• Opportunities to develop skills and grow within the financial services industry.
• Supportive and professional work environment.

If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.