Overview
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.