Wealth Planning

**Job title: IFA Administrator / Wealth Planning Administrator**

**Location: outskirts Sittingbourne**

**Salary: £26,000 - £33,000 depending upon experience**

Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a close knit team where you are incredibly valued? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

**Main Duties**
- Provide high quality support to team
- booking in and preparing meetings for the Advisers
- Assist Advisers including liaison with product providers
- Process all new business through to conclusion
- Adhere to the FCA’s Conduct Rules

**Benefits / details of the role**
- This is a boutique wealth planning company with 7 in their team. There are 2 Advisers, however it will be mainly 1-1 support. There are also two Paraplanners and a Mortgage Adviser within the business
- Full study support and study leave to take exams (if required)
- Hours 9am-5pm. The office has parking available

**Salary**: £26,000.00-£33,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least one year's IFA Admin experience?

Work Location: In person