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Ifa Administrator
4 months ago
**IFA Administrator / Wealth Planning Administrator**
**Bury St Edmunds, Suffolk**
**Salary up to £32,500 + bonus**
- Are you an experienced IFA Administrator who’s looking for hybrid working?_
- Would you like to work for a company that offers exceptional benefits, including 30 days_
- holiday + bank holidays + an additional day for wellness and your birthday off?_
- If so, then we have the role for you _
**The role/company**
Our client is a wholly independent wealth planning company based in Bury St Edmunds.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their team.
**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
- Processing of new business
**Who this role would suit.**
- This would suit someone who is able to work in a whole of the market, busy environment.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
**Additional information**
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension - Up to 5% matched employer contribution
Holiday - 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, 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 1 years experience as an IFA Administrator?
Work Location: In person
