Senior Ifa Administrator - Teddington, United Kingdom - Cranleigh Personnel
Description
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Would you thrive in a close team dynamic, and relish the opportunity to take responsibility of a varied role which would include suitability report writing and annual review responsibilities.
What they can offer
The comapny can offer the opportunity for this senior member to become a highly valued member of their close team and can offer generous salary of up to £45,000 as well as the option for hybrid working.
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 9am-5.30pm
Salary up to £45,000
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-£45,000.00 per year
Schedule:
- Monday to Friday
Work Location:
In person
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