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 ..... full job details .....