Ifa Administrator

2 weeks ago


Cambridge, Cambridgeshire, United Kingdom Cranleigh Personnel Full time

IFA Administrator / Wealth Planning Administrator

Cambridge, Cambridgeshire

Salary up to £33,000+ bonus
-
Are you an experienced IFA Administrator who's looking for hybrid working?_

Would you like to work for a company that offers exceptional benefits, including 30 days

holiday + bank holidays + an additional day for wellness and your birthday off?

  • If so, then we have the role for you _

The role/company:

Our client is a wholly independent wealth planning company based in Cambridge.

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

to join their team.

**Key responsibilities of the role:
- *
  • Organising the Advisers diary
  • Processing of new business across a range of platforms
  • 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

Who this role would suit.

  • This would suit someone who is able to work in a whole of the market, busy environment.
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

Additional information:

  • Hybrid working; 2 days working from home
  • Salary up to £33,000 depending on experience


Pension
  • Up to 5% matched employer contribution
  • Holiday 30 days + BH + wellness day + birthday off


f you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.


Pay:
Up to £33,000.00 per year

Schedule:

  • Monday to Friday

Application question(s):

  • Are you currently working as an IFA admin?

Work Location:
In person
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