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?

Would you thrive in a close team dynamic, and relish the opportunity to take responsibility of a varied role which would include suitability report writing and annual review responsibilities.

Then we have the role for you…


What they can offer

The comapny can offer the opportunity for this senior member to become a highly valued member of their close team and can offer generous salary of up to £45,000 as well as the option for hybrid working. 


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.


Key responsibilities of the role:

  • Organising the Advisers diary
  • 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 suitability reports


Who this role would suit….

  • This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator and is looking for more of a Senior IFA Administrator role.
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients


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.