Ifa Administrator - Horsham, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Horsham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Full time

Description

IFA / Wealth Planning Administrator

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

Salary:
£26,000.00-£32,000.00 per year

Schedule: