IFA / Wealth Planning Administrator

IFA / Wealth Planning Administrator – Progression into Paraplanner

Based Horsham

Salary up to £35,000 + bonus

• Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
• Do you thrive when taking ownership of your role – organising, planning and thinking ahead?
• Do you enjoy a collaborative approach with other team members, and a social supportive environment
• Would you be looking for exposure to paraplanning elements and the opportunity to move into that department down the line?

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 due to continued growth.

The company is a social and supportive team of 15 in total.

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.

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

Anyone who enjoys a fast paced role, where they can take ownership and cultivate great relationships with their advisers, fellow team members and clients would thrive in this company.

If this sounds like a great new step for you, please apply.