Ifa Administrator

IFA Administrator / Wealth Planning Administrator

Based, Winnersh

Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?_
- 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 a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.

They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.

**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

**Who this role would suit.**
- This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
- 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-5pm

Salary up to £32,000 + discretionary bonus

Pension - 6% employer contribution

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**: £26,000.00-£32,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have a minimum of 2 years experience as a IFA Administrator?

Work Location: In person