IFA / Wealth Planning Administrator

ZipRecruiter; Horsham; On-site; GBP 28,000 - 35,000; Full time

Job summary

A leading financial advisory firm in Horsham is seeking an experienced IFA / Wealth Planning Administrator. The role offers the opportunity to work closely with advisers, ensuring exceptional client care and support. Ideal candidates are proactive, thrive in a busy environment, and demonstrate strong organisational skills.

Benefits

Free parking

Qualifications

• Experience as a Wealth Planning / IFA Administrator.
• Ability to thrive in a busy environment with client interaction.
• Strong organisational and planning skills.

Responsibilities

• Organising the Advisers diary.
• Managing the Advisers inbox.
• Planning ahead for client meetings.

Skills

Client rapport

Organisational skills

Planning

Job description

Job Description

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.