Senior Administrator to Senior IFA Position
1 day ago
Our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey, is seeking an experienced Senior Administrator to provide high-level support to their team of advisors.
Salary and BenefitsThe successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory Pension, Private Medical Insurance (PMI), Income Protection (IP), Disability Income Scheme (DIS), and annual bonuses that are discretionary and performance-related.
Job DescriptionThis role involves providing administrative support to the directors and paraplanners, incorporating both individual and group administration tasks. Key responsibilities include:
- Obtaining quotes and illustrations for clients
- Using XPlan software, including fee reconciliation, with proficiency
- Liaising with clients and providers verbally and in writing
- Administering ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI, and PMI products
- Proficiency in using Excel and other Microsoft applications
Located in a modern office setting, our client offers a friendly working environment and is a professional, well-established HNW IFA with a fantastic reputation built over the years.
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