Wealth Planning / IFA Administrator

Overview

Title: Wealth Planning / IFA Administrator
Worthing Sussex – from £25,000 up to £30,000
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 Worthing, 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
 
Additional Information:
  • Working hours: 9am-5pm
  • Salary up to £30,,000
  • 25 days holiday
  • Bonus scheme available
For more information about the role and practice, please apply.

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Contact us

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