Ifa Administrator - Bury St. Edmunds, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Bury St. Edmunds, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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
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