IFA ADMINISTRATOR (Client facing) - Banstead
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Position Overview & Specifications
Work From Home option: Yes
My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the support team.
Opportunity Highlights
- The 3 Advisers are supported by a full admin and paraplanning team
- Advice is provided across Pensions, Investments, Mortgages, Protection and Tax Planning
- They provide full market advice
- Your role with include end to end administration for new business, meeting and greeting clients, writing LOAs, resolving client non-technical queries, collecting documentation from clients prior to meetings, producing basic suitability reports and supporting paraplanners as required
- This role will suit an IFA Administrator with a minimum of 6 months relevant experience looking to progress their career
- Full study support is provided for RO exams
- Excellent personal support to employees re wellbeing and achievement of personal goals
To discuss this role in more detail, please call Camilla Howden on 07834 853514 or email me on camilla@financialdivisions.co.uk with your cv to arrange a call back
IFA Administrator – Surrey - (CH)
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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