My Client is a successful IFA practice who is looking to expand their team and seeking a hardworking, enthusiastic, and self-motivated Senior Practice Administrator to join their West Sussex team.
Ideal candidates will be passionate about financial services and have a strong background in Administration in an IFA practice.
• Car parking on site
• Early Finish on a Friday!
• Gym Membership and Pension non – contributory
Duties As Followed:
Processing and recording new businesses
Liaise with product providers and other relevant third parties to ensure accurate responses to clients
Point of contact for clients
Supporting the financial advisory process
Maintaining accurate client records on back office and other IT systems
General Admin duties
Obtain illustrations and application forms
3 years administrative experience within an IFA Practice
Excellent written/verbal communication
Financial Service qualifications desirable
Confident with IT
Ability to work well in a team and individually
This is an excellent opportunity for an experienced Administrator to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.