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IFA Administrator – Wealth Management (Financial Services)

Astral Recruitment · Horsham

Onsite Mid 30,000 - 32,000 GBP/year 🇬🇧 English

Job description

About the role

We are seeking an experienced IFA Administrator to support a successful independent financial adviser within our wealth management team. Based at our Gatwick office, you will work closely with sales support staff to ensure smooth client administration.

Key responsibilities

  • Provide day‑to‑day administrative support to the IFA, handling client documentation and correspondence.
  • Maintain and update client records in compliance with regulatory standards.
  • Assist the sales support team with scheduling, reporting and preparation of financial documents.
  • Coordinate with external partners and service providers as required.

Required profile

  • Proven experience in financial services administration or as a junior paraplanner.
  • Strong attention to detail and ability to work under tight deadlines.
  • Excellent organisational and communication skills.

Required skills

    What we offer

    • Base salary up to £32,000 per annum, plus benefits.
    • Immediate start with free on‑site parking.
    • Opportunity to develop within a reputable national IFA firm.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 30-32k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    25 views · 0 interested

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    Astral Recruitment

    Horsham