IFA Administrator / Wealth Planning Administrator

Overview

Pensions and Investment Administrator / Wealth Planning Administrator

Based West Bridgford

Salary up to £30,000 depending upon experience

Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?

Then we have the role for you…

The role/company

Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.

Alongside an experienced support team, you will be supporting 7 Advisers.

  • Submitting pension and investments to providers online
  • 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
  • Chasing Providers, sending out LOA’s, processing new business

There is the option for some hybrid working (if desired).

Hours are 9am-5pm with 25 days holiday.

Your experience

  • Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
  • Experience supporting Advisers
  • Excellent communication skills and attention to detail

For more information please apply

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    Pensions and Investment Administrator / Wealth Planning Administrator

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    Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?

    Then we have the role for you…

    The role/company

    Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.

    Alongside an experienced support team, you will be supporting 7 Advisers.

    • Submitting pension and investments to providers online
    • 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
    • Chasing Providers, sending out LOA’s, processing new business

    There is the option for some hybrid working (if desired).

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    Your experience

    • Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
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    • Excellent communication skills and attention to detail

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    Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?

    Then we have the role for you…

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    Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837