IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

Location: Hungerford, Berkshire

Salary £28,000 - £35,000

Hours full time - however 4 day week considered

If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.

Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning 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

Company/Role Information:

• Our client is a boutique, independent IFA who have an established and expanding client bank
• Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

NB: Due to the rural location of the office, you would require your own mode of transportation

Benefits:

• Full exam support to complete your diploma (if desired)
• 24 days holiday - hours 9am - 5.30pm + Additional day off for your bday and closed over Xmas
• Ample parking at office
• Flexible hours available / possibility of 4 day week

Requirements:

• Minimum 1 year’s experience working as an IFA Administrator
• Excellent attention to detail and competent on CRM systems
• Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail