At a Glance
- Tasks: Support a Financial Adviser with client portfolios and complex financial planning.
- Company: Established financial planning firm in Horsham with a focus on quality advice.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow your career in a collaborative and rewarding setting.
- Why this job: Be part of a dynamic team delivering tailored financial solutions and making a real difference.
- Qualifications: Experience in administration and a passion for financial planning.
The predicted salary is between 35000 - 45000 £ per year.
A well-established financial planning firm based in Horsham is looking to recruit an experienced IFA Administrator to provide dedicated one-to-one support to a Financial Adviser.
This is an excellent opportunity for an organised and technically capable administrator who enjoys being actively involved in the financial planning process and working on complex client cases.
Unlike a traditional administration role, you will work closely with a single adviser throughout the entire client journey, supporting the delivery of high-quality, compliant financial planning advice.
You ll be involved in technical research, preparing suitability reports, analysing recommendations, and ensuring every aspect of the advice process runs smoothly.
The Role As the dedicated support to a Financial Adviser, you will play a key role in delivering tailored financial planning solutions for clients.
Working collaboratively, you ll ensure recommendations are technically accurate, compliant, and aligned with clients financial objectives.
Key Responsibilities * Provide dedicated one-to-one support to a Financial Adviser, managing their client portfolio and cases. * Dealing with pensions, investments, retirement planning and protection * Ensure basic client reports are generated from IO using the agreed templates and that all information is validated and checked. * Acts as main point of contact for providers) in the transfer, set...
