Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey - from GBP28,000 up to GBP35,000 -Pro-rata
Part Time Hours - 20hrs - 25hours per week
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you. Our client, a boutique whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
Actively participate in the client annual review process
Process new business submissions and ensure smooth and timely business processing
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
Maintain client records and process annual review reports and new business processing using their back-office system
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
Proven experience in a Wealth Planning / IFA Administrator role
Excellent attention to detail and organizational skills
Proficient in using back-office systems and online portals
Strong interpersonal and communication skills
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
Salary up to GBP35,000 - pro-rata
23 days holiday + BH
For more information about the role and practice, please apply.