IFA ADMINISTRATOR CLIENT RELATIONSHIP SUPPORT - HORSHAM

We are recruiting for an experienced IFA Administrator / Client Relationship Support professional to join a growing Wealth Management team.

This is an excellent opportunity for someone with experience within IFA, Financial Planning or Wealth Management administration who is looking to join a professional and supportive environment with opportunities for ongoing development.

You will provide high-quality administrative and client support to Financial Planners, helping to ensure the smooth delivery of client work and an excellent level of service throughout the client journey.

Key Responsibilities:

• Maintain accurate client records and communications
• Prepare and process new and existing client business
• Prepare client packs and documentation for meetings
• Liaise with product and investment providers
• Keep clients and Financial Planners updated throughout the advice process
• Review completed client files
• Manage administration within agreed timescales and service standards
• Support improvements to processes and working practices
• Ensure all work is completed accurately and in line with regulatory requirements

About You:
The successful candidate will ideally have:

• Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning
• Good knowledge of financial products and the advice process
• Excellent organisational skills and attention to detail
• Strong written and verbal communication skills
• A professional and client-focused approach
• The ability to manage multiple priorities and meet deadlines
• Good Microsoft Office skills, particularly Excel and Word
• A proactive approach and the ability to work both independently and as part of a team

Qualifications:
Ideally, you will have:

• Cert CII (FS) including R01 and LP2, or be working towards these
• Working towards the CII Diploma in Regulated Financial Planning (DipPFS)

What's on Offer:

• Competitive salary
• Hybrid working
• Competitive pension scheme
• Private Medical Insurance
• Life Assurance and Death in Service
• Annual leave plus bank holidays
• Flexible working
• Professional development and qualification support
• Supportive and collaborative working environment

Apply Now:
If you are an experienced IFA Administrator or Client Relationship Support professional looking for your next opportunity within Wealth Management, we would love to hear from you.

Apply today or contact us for further information about this opportunity!