IFA Administrator - Wealth Planning Firm - Surrey - £30k - £32k

IFA Administrator - Wealth Planning Firm - Surrey - £30k - £32k

Financial Divisions | Surrey, England, UK

Posted 15 days ago

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Are you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families across Surrey, Sussex & London. The business has a full team of administrators and paraplanners with a specific team working on employee benefits advice. I am speaking directly to the Director. Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experienced IFA Administrator who will work on Pension & Investment reviews.You will be working in a pooled environment supporting the Paraplanners and in turn the Advisers. There may be instances where you sit in on meetings with the Advisers. This role will be suitable for an experienced Administrator who has experience in financial planning/financial advice. - Salary - £30k - £32k (depending on experience)- Full study support and progression opportunitiesIf you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.