Pensions and Investment Administrator / Wealth Planning Administrator

Based Horsham

Salary up to £30,000

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 highly successful wealth planning company with purpose built offices based in Horsham.

They are now looking for a Wealth Planning Administrator to join their team

Key responsibilities of the role:-

  • Submit 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

Info on role

There are 90 at their Head Office based in Horsham with a network of Advisers.

The Hours are 9am-5pm

Salary up to £30,000

To find out more about the role and company please apply