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Senior IFA Administrator - (Surrey) - Up to £45k basic salary - Chartered IFA firm

Financial Divisions
Posted a day ago, valid for a month
Location

Esher, Surrey KT10 9BS, England

Salary

£36,000 - £45,000 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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  • The position is for a Senior IFA Administrator at a Chartered Independent Financial Advice firm located near Esher, Surrey.
  • The salary for this role is between £35k and £45k, with an attractive benefits package included.
  • The ideal candidate should have experience in a similar role, preferably with knowledge of Intelligent Office.
  • The role involves providing administrative support to a Chartered Adviser, attending client meetings, and handling pre and post-meeting tasks.
  • The firm values a non-targeted approach to business, focusing on quality service and strong community relationships.
  • Senior IFA Administrator - (Surrey)
  • Chartered IFA Firm - Up to £45k
  • Offices near Esher/Kingston
  • Attractive benefits package on offer

My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 4 staff into the business, 2 advisers and 2 administrators. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS.

They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.

The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers.

The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous.

The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.

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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.