IFA Administrator / Wealth Planning Administrator

Overview

IFA Administrator / Wealth Planning Administrator

Location: Borehamwood

Salary: £26,000 – £40,000 depending upon qualifications

Are you an IFA Administrator looking for your next role?

  • Do you feel that you are underpaid or undervalued working for a larger IFA?
  • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
  • Would you like to work for a firm that offers two additional bonuses?

If so, we can help

Company/Role Information

  • Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
  • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
  • Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
  • The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports

Requirements

  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Ideally you will already have started your Diploma or looking to complete
  • Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

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    IFA Administrator / Wealth Planning Administrator

    Overview

    IFA Administrator / Wealth Planning Administrator

    Location: Borehamwood

    Salary: £26,000 – £40,000 depending upon qualifications

    Are you an IFA Administrator looking for your next role?

    • Do you feel that you are underpaid or undervalued working for a larger IFA?
    • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
    • Would you like to work for a firm that offers two additional bonuses?

    If so, we can help

    Company/Role Information

    • Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
    • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
    • Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
    • The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports

    Requirements

    • Minimum 1 year’s experience working as an IFA Administrator
    • Excellent attention to detail and competent on CRM systems
    • Ideally you will already have started your Diploma or looking to complete
    • Fantastic telephone manner and strong inter-personal and relationship building skills

    So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

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    Overview

    IFA Administrator / Wealth Planning Administrator

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    Are you an IFA Administrator looking for your next role?

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    Salary: £26,000 – £40,000 depending upon qualifications

    Are you an IFA Administrator looking for your next role?

    • Do you feel that you are underpaid or undervalued working for a larger IFA?
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      Key features of the role are detailed below:

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      Key responsibilities and duties:

      Client Administration

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      • To produce Letters of Authority for new clients to service policies
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      • Weekly chasing of all existing business enquiries
      • Scanning files onto client database records
      • Maintaining client database records

       

      General Administration

      • Deal with answering telephone enquiries
      • Maintaining filing systems
      • Dealing with daily post

       

      Skills and Experience

      • Experience using Intelligent Office.
      • IT literate and hold experience with Adobe and other paperless office software
      • Numerate and literate with some knowledge various administrative systems specifically financial.
      • Proven ability to demonstrate precise attention to detail.
      • Experienced in managing and prioritising own workload.
      • Experience of MS Office inc. Excel, Word, Outlook and Teams.
      • Excellent interpersonal skills.
      • Well-presented and professional in appearance.
      • Excellent organisational and planning skills with the ability to multi-task.
      • Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.

       

      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.

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Contact us

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