Ifa Administrator - Winnersh, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Winnersh, United Kingdom

3 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator / Wealth Planning Administrator

Based, Winnersh

Salary up to £32,000 + bonus

Do you love organising, planning and thinking ahead?_
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 a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.

They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.

**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

Who this role would suit.

This would suit either some who is already working as a IFA Administrator / Wealth Planning 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

Additional information
The Hours are 9am-5pm

Salary up to £32,000 + discretionary bonus

Pension - 6% employer contribution

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:
£26,000.00-£32,000.00 per year

Schedule: