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- IFA Administrator Vacancy Boutique IFA Firm
- Support 3 Advisers Cobham/Leatherhead (Surrey)
- £30k - £40k + benefits package
My client is an boutique wealth planning firm with its main office in Cobham (Surrey), near Leatherhead. They have been operating for many years and I have recruited for them across all levels and seen them grow their customer base over that time. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc with HNW city professional, retirees, families and some corporate cases. They have grown the trust of their clients over many years and grown organically via recommendation and referral.
Most of their clients are based locally but they do have some further afield. They additionally have a Mortgage Broker who deal with transactional advice but will pass on leads to the Financial Advisers. The MD is creating a role for a Financial Administrator, ideally a career administrator who doesn't aspire to be a Paraplanner or Adviser. You will be working in a very dynamic and forward-thinking team. You will be supporting 3 Advisers on a full suite of financial advice.
Duties will include: preparing meeting packs for meetings, actioning any notes from meetings, drafting LOA's and LOV's, speaking to clients and providers, database management, AML checks, processing new business, ongoing servicing amongst other duties. Knowledge of Intelligent Office would be very helpful.
The Directors are looking to offer circa £30k - £40k basic salary. You will get 23 days holiday, your birthday off work and a benefits package. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you. To learn more about the role please get in touch with a CV.
