Senior IFA Administrator / Wealth Planning Administrator

Overview

Senior IFA Administrator / Wealth Planning Administrator

Based Guildford

Salary £30,000 – £35,000 depending upon experience

Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?

Then we have the role for you…

 

The role/company

Our client is a boutique, independent wealth planning company based in Guildford

They are now looking for an experienced Senior IFA Administrator / Wealth Planning

Administrator to join their team.

 

Key responsibilities of the role:-

  • Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
  • Liaising with the financial advisers as appropriate
  • Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
  • Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
  • Making sure all relevant documentation held within a client file is compliant
  • Back office maintenance using XPLAN

 

Who this role would suit….

  • · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

 

If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.

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    Overview

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    Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?

    Then we have the role for you…

     

    The role/company

    Our client is a boutique, independent wealth planning company based in Guildford

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    Key responsibilities of the role:-

    • Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
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    • Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
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    Then we have the role for you…

     

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    Our client is a boutique, independent wealth planning company based in Guildford

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      • Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837