Pa / Ifa Administrator

2 weeks ago


Wimbledon, Greater London, United Kingdom Cranleigh Personnel Full time

PA / IFA Administrator

Based Wimbledon, London

Salary up to £35,000 + bonus
Do you love organising, planning and thinking ahead?

Are you currently working as a PA or IFA Administrator in wealth planning and looking for your next challenge?

If so, then we have the role for you

The role/company


Our client is a boutique wealth planning company based in Wimbledon who work with a small but high end client bank.


They are now looking for a PA/IFA Administrator to join their team leaving them free to spend more time with their clients.

**Key responsibilities of the role:
- *
  • Organising the 2 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
  • Additional IFA Admin duties including processing of new business, sending LOA's, chasing providers etc

Who this role would suit.

  • This would suit either some who is already working as an Administrator in a Wealth Planning company who loves the client contact / admin side of the role
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

Info on role:

The Hours are 9am-5pm

3 days in the office, 2 x days working from home

Salary up to £35,000 + discretionary bonus
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