Senior Ifa Administrator - Teddington, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Teddington, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Senior IFA Administrator / Wealth Planning Administrator

Based, Teddington

Salary up to £42,000

Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?

Then we have the role for you

The role/company:

Our client is an independent wealth planning company based in Teddington.

They are now looking for an experienced Senior IFA Administrator / Wealth Planning

Administrator to join their close knit team of 4.


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
  • Varied role, including writing suitability reports

Who this role would suit.

  • This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator and is looking for more of a Senior IFA Administrator role.
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

Additional information:


  • The Hours are 9am5.30pm
  • Salary up to £42,000
  • Holiday 25 days + BH


If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.


Salary:
£35,000.00-£42,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
In person
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