Pier Recruitment
Brighton and Hove Recruitment
Brighton and Hove Recruitment

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IFA Sales Support Administrator

  • Location:Worthing, West Sussex
  • Salary:£19000.00 - 23000.00
  • Job Type:Permanent
  • Date Posted:12/02/2020

IFA Sales Support Administrator

Salary: £19k - £23k DOE + Great benefit package

Location: Worthing

Hours: 9am-17.30pm

Do you want to work for a modern and forward-thinking wealth management organisation that offer a professional and friendly working environment and further study package? If so I have a great opportunity for you!

You will already have a proven background of working in financial services ideally an IFA or wealth management organisation and have great organisation skills.

Responsibilities:

  • Preparing client letters and emails
  • Diary management
  • Booking meetings and general day to day support as required
  • Working closely with the IFA's and Paraplanners
  • Dealing with incoming telephone queries
  • Completing application forms and new client forms
  • Co-ordinating incoming and outgoing post
  • Preparing documentation for the financial advisors
  • General admin, filing and scanning
  • Ensuring FCA compliance is adhered to

The right candidate will have the following skills and experience:

  • Proven background within financial services, ideally within an IFA/Wealth management firm
  • Highly organised with the ability to multitask and work to strict deadlines
  • Excellent telephone manner
  • Good IT skills and using Intelligent Office would be an advantage
  • Great attention to detail
  • Excellent team player

This is a fantastic opportunity to join an expanding organisation that values its employees and offers a great benefit package. For more information on this role please call Sarah Nicholas on 01273 947810 or apply today!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.

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