Financial Planning Administrator

A Financial Planning firm based in Leatherhead that specialises in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join.�

They are looking for an IFA Administrator to work one on one with the Adviser (Director) and trainee IFA. They�are ideally looking for someone who is keen to join a small company with growth plans, so promotions and development will be on the table.

As an IFA Administrator, you will be responsible for a range of tasks, including:

• Updating client records (IO)


• Preparing financial reports


• Producing cash flow models


• Conducting research on financial products and services


• Providing administrative support to financial advisers

On Offer

• �28,000 - �36,000


• Hybrid working


• A�supportive work environment


• DIS�


• 25days holiday plus bank holiday�


• Opportunities for professional development


• Full-time, however, would consider 4 full days or 5 shorter days

What's next?

Apply today to be considered for this IFA Administrator opportunity.�If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.�In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive �200�if we assist them in securing a new career.
Synonyms:�Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin, IFA Administrator�