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Financial planning administrator

Heat Recruitment
Posted: 12 February
Offer description

Location

Brighton

Salary

£24000 - £35000 TypePermanent WorkplaceOn-Site Ref89036

Recruiter

Managing This Role

IFA Administrator Brighton

£26,000 £35,000

A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.

The role is fully office-based, offering excellent training, exam support, and genuine career development opportunities.

As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.

To be considered for this IFA Admin position :

* At least 1 years experience in financial services administration
* Knowledge of Intelligent Office (IO) is advantageous
* Strong administrative and organisational skills with excellent attention to detail
* Ability to manage workload effectively and prioritise client requests
* Eagerness to continue personal and professional development

Benefits

* Salary up to £35,000
* Private Medical Insurance (Bupa)
* Life Assurance (3x salary)
* Aegon pension (5% employer contribution, option to invest in company CIP)
* 25 days holiday + holiday purchase scheme (buy / sell up to 5 days)
* Full exam support
* Enhanced maternity / paternity pay

Office-based role with supportive team culture

Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client. #LI-LW1

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