Financial Services Administrator (IFA / Wealth Management)

Financial Services Administrator (IFA / Wealth Management)

Full-Time 28000 - 36000 £ / year (est.) No working from home possible
Reset Recruitment Ltd

At a Glance

  • Tasks: Support Financial Advisers and Paraplanners in delivering exceptional client service.
  • Company: Respected Independent Financial Adviser practice with a friendly culture.
  • Benefits: Competitive salary, hybrid working, free on-site parking, and excellent company benefits.
  • Other info: Flexible hours available; full-time or part-time considered.
  • Why this job: Join a growing team and make a real impact in Wealth Management.
  • Qualifications: Previous experience in an IFA or Wealth Management practice is essential.

The predicted salary is between 28000 - 36000 £ per year.

Salary: £28,000 - £36,000 DOE + Excellent Company Benefits

Location: Eastbourne

Hours: Monday - Friday, 9:00am - 5:30pm

Hybrid Working: Available if required

Full-Time or Part-Time Considered

Free On-Site Parking

Please Note: To be considered for this opportunity, you must have previous experience working within an Independent Financial Adviser (IFA) or Wealth Management practice. Unfortunately, applicants from banking, insurance or other financial services backgrounds without IFA experience will not be considered.

Are you an experienced Financial Services Administrator looking to join a highly respected and established Independent Financial Adviser practice? Do you have a solid background supporting Financial Advisers and/or Paraplanners within an IFA environment and enjoy delivering exceptional client service whilst managing the administrative process from start to finish?

This is an excellent opportunity to become part of a friendly, professional and growing Wealth Management practice based in Eastbourne. Working closely with the Director, Advisers and Paraplanners, you will play an integral role in supporting the business, ensuring clients receive an outstanding service.

Financial Services Administrator (IFA / Wealth Management) employer: Reset Recruitment Ltd

Join a highly respected Independent Financial Adviser practice in Eastbourne, where you will thrive in a supportive and professional environment. With a focus on exceptional client service, our company offers excellent benefits, hybrid working options, and opportunities for personal growth within the wealth management sector. Experience a friendly work culture that values your contributions and fosters career development.

Reset Recruitment Ltd

Contact Details:

Reset Recruitment Ltd Recruitment Team

We think you need these skills to ace Financial Services Administrator (IFA / Wealth Management)

Experience in Independent Financial Adviser (IFA) practice
Wealth Management knowledge
Client Service Skills
Administrative Skills
Support for Financial Advisers
Support for Paraplanners
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