Overview
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £33,000+ bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company:
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their team.
Key responsibilities of the role:-
- Organising the Advisers diary
- Processing of new business across a range of platforms
- 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
Who this role would suit….
- This would suit someone who is able to work in a whole of the market, busy environment.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information:
- Hybrid working; 2 days working from home
- Salary up to £33,000 depending on experience
- Pension – Up to 5% matched employer contribution
- Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.