Senior Ifa Administrator

3 weeks ago


Teddington, United Kingdom Cranleigh Personnel Full time

**Senior IFA Administrator / Wealth Planning Administrator**

**Based, Teddington**

**Salary up to £42,000**

**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.

**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 £42,000
- 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.

**Salary**: £35,000.00-£42,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person



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