Ifa Administrator

7 days ago


Horsham, United Kingdom Cranleigh Personnel Full time

**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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