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IFA / Wealth Planning Administrator - Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
