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Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 - £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
