Senior IFA Administrator / Wealth Planning Administrator - Cranleigh Personnel : Job Details

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.