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Senior IFA Administrator / Wealth Planning Administrator

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:

  • Organising the Advisers diary

  • Managing the Advisers inbox

  • Planning ahead and getting everything ready for their client meetings

  • Working closely with the Advisers to ensure clients are offered exceptional care

  • Contacting existing clients to organize their annual reviews and booking into the Advisers diary

  • Varied role, including writing suitability reports

Who this role would suit….

  • 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.

  • 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

Apply Now

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