Ifa Administrator - Horsham, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Horsham, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Full time
Description

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
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