Senior IFA Administrator / Wealth Planning Administrator

Overview

Senior IFA Administrator / Wealth Planning Administrator

Based, Teddington

Salary up to £45,000

 

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

Then we have the role for you…

 

The role/company

Our client is an independent wealth planning company based in Teddington.

They are now looking for an experienced Senior IFA Administrator / Wealth Planning

Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.

 

Key responsibilities of the role:-

  • Processing of new business
  • Managing the Advisers inbox
  • 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
  • Varied role, including writing templated suitability reports

 

Additional information

The Hours are 9am-5.30pm

Salary up to £45,000

Holiday – 25 days + BH

 

If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.

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    Then we have the role for you…

     

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    Key responsibilities of the role:-

    • Processing of new business
    • Managing the Advisers inbox
    • Planning ahead and getting everything ready for their client meetings
    • Working closely with the Advisers to ensure clients are offered exceptional care
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    Additional information

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Contact us

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