Ifa Administrator
7 days ago
**IFA / Wealth Planning Administrator - Either Part or Full Time**
**Based Horsham**
**Salary up to £32,000 + bonus**
**Do you love organising, planning and thinking ahead?**
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you
**The role/company**
Our client is a boutique wealth planning company based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team either on a part or full time basis.
**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
- Chasing Providers, sending out LOA’s, processing new business
**Who this role would suit.**
- This would suit either some who is already working as an IFA 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
**Info on role**
There are 13 of them in the team
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Free Parking available
**Salary**: £28,000.00-£32,000.00 per year
Schedule:
- Monday to Friday
Application question(s):
- Do you have at least 6 months IFA Admin experience?
(can you add Either Part of Full Time as the actual job title)
Work Location: One location
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