Wealth Management Practice Administrator (IFA)
Wealth Management Practice Administrator Financial Advisory / IFA Practice Location: Brighton - Office Based Salary: £27,000 - £32,000 DOE Hours: Monday-Friday, 9.30am-5.30pm Please note: A minimum of 12 months'' recent experience working in an IFA, financial planning or wealth management support/administration role is essential for this position. A fantastic opportunity has arisen for an experienced Wealth Management / IFA Administrator to join a well-established and highly respected financial advisory practice based in Brighton. This role is specifically suited to someone who already has hands-on experience supporting Financial Advisers within an IFA, financial planning or wealth management environment and understands the administration involved in pensions, investments, protection and the client advice process. The firm is a boutique-style financial advisory practice providing expert advice to both local and national clients across pensions, investments, protection and tax planning. They have built an excellent reputation and loyal client base over the past decade. The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day administration of client business while providing a professional and efficient service. Key Responsibilities Supporting the Financial Adviser with the day-to-day administration of their client portfolio. Managing and coordinating the Adviser''s diary, client meetings and ..... full job details .....
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