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.
  Job Type: Full-time
  Pay: £30,000.00-£35,000.00 per year

Schedule:

• Monday to Friday

Application question(s):

• Are you an experienced Wealth Planning Administrator?

Work Location: In perso