At a Glance
- Tasks: Support a Financial Adviser with client journeys, technical research, and suitability reports.
- Company: Anthony Alexandra, a supportive and collaborative financial services firm in Horsham.
- Benefits: Ongoing training, career development, and a dynamic work environment.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: Experience in IFA administration and strong analytical skills.
The predicted salary is between 30000 - 40000 £ per year.
Anthony Alexandra in Horsham is seeking an experienced IFA Administrator to provide dedicated one-to-one support to a Financial Adviser throughout the client journey. You will handle technical research, preparing suitability reports, analysing recommendations, and ensuring the advice process runs smoothly, with emphasis on pensions, investments and compliance.
This role offers a collaborative environment, ongoing training, and the opportunity to contribute to complex client cases.
Senior IFA Administrator: Full Financial Planning Support in Horsham employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
