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)