Employer: Cranleigh Personnel
Salary: £35,000 – £45,000 per annum
Date Added: 04/01/2024
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £42,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4.
Key responsibilities of the role:
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Organising the Advisers diary
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Managing the Advisers inbox
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Planning ahead and getting everything ready for their client meetings
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Working closely with the Advisers to ensure clients are offered exceptional care
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Contacting existing clients to organize their annual reviews and booking into the Advisers diary
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Varied role, including writing suitability reports
Who this role would suit….
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This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator and is looking for more of a Senior IFA Administrator role.
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Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information:
The Hours are 9am-5.30pm
Salary up to £42,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Application Deadline: 15/02/2024
Contract Type: Permanent
Submitted Applications: 1