Financial Planning Administrator/Client Relationship Manager - (Surrey) - Up to £45k

ZipRecruiter; Esher; On-site; GBP 35,000 - 45,000; Full time

Job summary

A Chartered Independent Financial Advice firm based near Esher is seeking a Senior IFA Administrator to support advisers and provide high-quality service to clients. This office-based role includes client meetings and various administrative tasks, with a salary of £35k - £45k and a full benefits package.

Benefits

Attractive benefits package

Qualifications

• Experience in an administrative role within financial services is preferred.
• Proficient in client communication and providing administrative support to advisers.

Responsibilities

• Assist advisers with all necessary administrative support.
• Prepare letters of authority, valuation, and meeting packs.
• Attend client meetings and follow up on client servicing work.

Skills

Client servicing

Administrative support

Communication

Knowledge of Intelligent Office

Job description

Job Description

• Financial Planning Administrator/Client Relationship Manager - (Surrey)
• Chartered IFA Firm - £35k - £45k
• Offices near Esher/Kingston
• Attractive benefits package on offer

My client are a Chartered Independent Financial Advice firm based in Surrey near Kingston. I have met the Directors and placed 6 staff into the business, 2 advisers and 3 administrators and a Personal Assistant. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.

The business has a lot of very long-standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos.

As a result of this, they are looking for a brand-new Senior IFA Administrator to work with the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. Duties will include: Letters Of Authority and Valuation, prepare meeting packs, speaking to clients and providers, all prep and follow up work follow client meeting and general assistance with the running of the office. If you have knowledge of Intelligent Office this will be highly advantageous.

The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.