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IFA Administrator – Wealth Management

Astral Recruitment · Brighton

Mid 🇬🇧 English

Job description

About the role

We are seeking an experienced IFA Administrator to support a successful independent financial adviser (IFA) within a dynamic sales support team. The role is based in Brighton and offers an immediate start for the right candidate.

Key responsibilities

  • Provide day‑to‑day administrative support to the IFA and the wider sales team.
  • Maintain client records, prepare documentation and ensure compliance with regulatory requirements.
  • Assist in the preparation of financial reports and presentations.
  • Coordinate meetings, appointments and client communications.
  • Handle incoming enquiries and route them appropriately.

Required profile

  • Proven experience as an administrator in financial services or a junior paraplanner role.
  • Strong organisational skills with attention to detail.
  • Ability to work independently and as part of a team.
  • Excellent written and verbal communication skills.

Required skills

    What we offer

    • Competitive base salary up to £28,000 per year.
    • Additional benefits package.
    • Opportunity to develop within a reputable IFA firm.

    Questions fréquentes

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    Published 2 months ago

    13 views · 0 interested

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    Astral Recruitment

    Brighton