IFA Administrator / Wealth Planning Administrator
Epsom
Up to £35,000 a year
Hybrid working options
Free on site parking
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
About the Company:
Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional service to their clients. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.
We’re working with a highly successful, independent wealth planning company in Epsom that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it.
Key Responsibilities:
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Proactively preparing for client meetings, ensuring all materials and reports are ready
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Coordinating with Advisers to provide outstanding service to clients
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Organising annual reviews for clients and scheduling these into the Advisers' diaries
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Processing new business and handling client documentation
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Managing the Advisers' inbox and keeping everything running smoothly
Additional Benefits:
If you’re looking to be part of a collaborative team where your contributions will be valued and your growth supported, we’d love to hear from you.
Refer a friend and earn a retail voucher worth up to £500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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