Senior IFA Administrator - (Surrey)Chartered IFA Firm - £35k - £45kOffices near Esher/KingstonAttractive benefits package on offerMy client are a Chartered Independent Financial Advice firm based in Surrey near Kingston. I have met the Directors and placed 5 staff into the business, 2 advisers and 3 administrators. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos.As a result of this, they are looking for a brand new Senior IFA Administrator to work with the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous.The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Back to searchSenior IFA Administrator - (Surrey) - Chartered IFA Firm - £35k - £45k
Financial Divisions
Posted a day ago, valid for a month
Kingston Upon Thames, Surrey KT2 7NH
Full Time
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Sonic Summary
- The position is for a Senior IFA Administrator at a Chartered Independent Financial Advice firm located in Surrey, near Kingston.
- The salary for this role ranges from £35,000 to £45,000, accompanied by an attractive benefits package.
- Candidates should ideally have experience in a similar role and familiarity with Intelligent Office is highly advantageous.
- The role involves providing administrative support to Chartered Advisers, attending client meetings, and handling both pre and post meeting tasks.
- This office-based position may include occasional remote work and is aimed at enhancing client service quality.
