IFA Administrator

IFA Administrator Location: Hove, East Sussex (Office-Based) Salary: £28,000 - £35,000 DOE Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity An established and highly regarded wealth management and financial planning practice is seeking an IFA Administrator to join its friendly team in Hove. Working alongside Chartered Financial Planners and experienced support staff, you will play a key role in ensuring the smooth day-to-day running of the business while delivering exceptional service to a loyal private client base. This is an excellent opportunity for someone who enjoys variety in their role and is happy to get involved in all aspects of financial planning administration. The business has built its reputation on long-term client relationships and provides advice to around 200 existing clients, with a strong focus on service and client retention. The Role As an IFA Administrator, you will provide comprehensive support to the advisers and wider business, ensuring client cases progress efficiently from inception through to completion. Key responsibilities include: Supporting Financial Planners with day-to-day administration Processing new business applications and maintaining accurate records Managing and updating client information on the back-office system Chasing providers and clients for outstanding documentation and information Booking appointments and coordinating adviser diaries Answering incoming calls and handling client enquiries professionally Preparing ..... full job details .....