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Part Time Senior IFA ADMINISTRATOR (Wealth Management)-Offices in Colchester-Hybrid or...

Financial Divisions
Posted 7 hours ago, valid for 22 days
Location

Colchester, Essex CO6 3JQ, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A part-time Senior Career IFA Administrator position is available for candidates with 3 to 5 years of IFA administrative experience.
  • The role offers a salary between £30,000 and £35,000, depending on experience, with the possibility of hybrid or remote working arrangements.
  • The successful candidate will provide end-to-end administrative support to the Managing Director and assist with various tasks such as drafting letters and managing client queries.
  • The position is based in an established financial planning firm located near Colchester, known for its strong reputation in the Essex market.
  • This is a secure and rewarding opportunity that comes with an excellent benefits package.

or remote working will be considered - Salary: £30,000 - £35,000 Basic Full time (DOE and salary will be prorate)

A Superb opportunity for a Part Time Senior Career IFA Administrator with 3 years- 5 years+ IFA Admin experience to join this established, Colchester based firm of Financial Planners where their reputation has contributed to their growth and success in the Essex market.My client has built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across. A vacancy has been created within the business for Part Time Senior IFA Financial Administrator and will suit an experienced Financial Administrator with at least 3 years of administration experience who is well versed on end-to-end admin in a wealth planning firm. The role will be based in the office near Colchester during your induction and onboarding, the Director is open to both hybrid and remote working. You will be allocated the Managing Director to support and administer on their behalf end to end administrative support. Your duties will include but are not limited to: drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, updating the internal CRM and any other ad hoc administrative tasks to help the smooth flow of the support function within the business. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer the a Part Time Senior Career IFA Administrator between £30k - £35k basic salary depending on your experience levels.If this role sounds of this Part Time Senior Career IFA Administrator is of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.