IFA Administrator / Client Delivery ExecutiveSalary

Sorbon Estates; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial firm in the United Kingdom is looking for a Wealth Planner Support to enhance the effectiveness of their Wealth Planners. This role involves working closely with Planners, managing client records, and ensuring seamless service delivery. The ideal candidate should possess strong emotional intelligence and excellent communication skills. Responsibilities include scheduling meetings, accompanying Planners on client visits, and assisting with detailed administrative tasks. This position offers a great opportunity to contribute to the success of a prestigious financial advisory team.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile working arrangements

Employee Assistance Programme

Access to funded apprenticeships

Qualifications

• Ability to provide intensive support to Wealth Planners.
• Skill in managing client records accurately.
• Experience in a financial advisory environment is beneficial.

Responsibilities

• Support Wealth Planners with client visits and detailed notes.
• Manage diary and arrange client meetings.
• Act as a liaison between Planners and other teams.

Skills

Emotional intelligence

Client relationship management

Proactive communication

Job description

Wealth Planner Support

This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector's leading Advice professionals at the very top of their game. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success. The role will entail supporting 1 or 2 Wealth Planners, working with them effectively and intuitively to ensure all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions as well as ensuring client records are completely up to date and accurate.

You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner's behalf to ensure required work is carried out promptly, processes run smoothly and any issues or hold‑ups are quickly resolved. Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day‑to‑day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.

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Civica – Benefits Overview

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 × salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events

Additional Benefits

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.
• Support in achieving your career goals…
• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

Equality, Diversity & Inclusion

We do not accept unsolicited CV submissions from agencies; any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.