Ifa Administrator - Nottingham, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Nottingham, United Kingdom

6 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Pensions and Investment Administrator / Wealth Planning Administrator

Based West Bridgford

Salary up to £30,000 depending upon experience

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 well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.

Alongside an experienced support team, you will be supporting 7 Advisers.

Submitting pension and investments to providers online
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

There is the option for some hybrid working (if desired).

Hours are 9am-5pm with 25 days holiday.

Your experience

Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
Experience supporting Advisers
Excellent communication skills and attention to detail

For more information please apply

Salary:
£24,000.00-£30,000.00 per year

Schedule: