Senior Ifa Administrator

6 months ago


Teddington, United Kingdom Cranleigh Personnel Full time

**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.

**Salary**: £35,000.00-£45,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person



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