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IFA ADMINISTRATOR, Near Dorking, Surrey, To £40k, Very good benefits package

Financial Divisions
Posted 15 hours ago, valid for 22 days
Location

Dorking, Surrey RH4 3JH, England

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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  • The job offers a very good benefits package including DIS, Critical Illness Cover, and Income Protection, along with generous holidays and a great team culture.
  • It is an excellent opportunity for an experienced Career IFA Administrator to join a well-respected local business.
  • The role involves supporting high billing Advisers across 200+ clients with individual AUM up to £8m and exposure to all aspects of the admin cycle.
  • The company is known for its loyal clients and a continuous stream of referrals and recommendations.
  • Candidates should have relevant experience and will receive a competitive local salary, although the exact figure is not specified.

Very good benefits package, including DIS, Critical Illness Cover, Income Protection, very generous holidays, great team culture

Excellent opportunity for an experienced Career IFA Administrator looking to join an established, well respected local business where you will have the opportunity to offer your support, transfer your skills and develop your technical knowledge even further becoming an almost indispensable asset to the business.

Opportunity Hights

** Work closely with the paraplanning team supporting high billing Advisers across 200+ Clients with individual AUM up to £8m

** Exposure to all aspects of the admin cycle from onboarding clients through to completion across pensions, investments, estate/tax planning and protection

** This award-winning business is proud of its loyal and regular clients with a continuous run of referrals and recommendations

** Suitable for an experienced Career Administrator not looking to move into Paraplanning looking for a stable and sociable workplace, an excellent local salary and amazing benefits

To apply please contact Camilla Howden at Finacial Divisions.

Apply now in a few quick clicks

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.