IFA Administrator - Cranleigh Personnel : Job Details

IFA Administrator

London - Bank area

Flexible working hours and working from home options

Salary £30,000 - £40000 - DOE

Are you an experienced administrator with a passion for supporting a dynamic wealth management team?

Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to 'redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.

They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.

They’re looking for a Wealth Management Administrator to play a vital role in their continued success.

Why Join Us?

• A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
• Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
• Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations

Your Role

As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.

The Benefits:

• Competitive Salary: Reflecting your skills and experience.
• Flexibility: Smart working with core hours of 10am to 4pm.

Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas

Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)

• Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
• Social Events: Annual away days, Christmas parties, and other social activities.
• Professional Development: Support for exams, mentorship, and a clear path for growth including their 'Path-to-Partner’ training and mentoring programme
• Sabbaticals and international secondments within the RBI network firms
• Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
• Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.

Why This Role?

If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.