Ifa Administrator - Cambridge, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Cambridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator / Wealth Planning Administrator

Cambridge, Cambridgeshire

Salary up to £33,000+ 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 Cambridge.

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
Processing of new business across a range of platforms
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

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: