IFA Administrator / Wealth Planning Administrator
Location: Cobham
Salary: Up to £35,000
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. 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. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.
About the Company:
Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. 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.
Key Responsibilities:
*Processing new business and handling client documentation
*Managing the Advisers’ inbox and keeping everything running smoothly
*Proactively preparing for client meetings, ensuring all materials and reports are ready
*Coordinating with Advisers to provide outstanding service to clients
*Organising annual reviews for clients and scheduling these into the Advisers’ diaries
Why Join This Team?
*Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
*Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
*Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
*Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.
Additional Benefits:
*Competitive salary up to £35,000 plus exceptional bonuses
*Hours: 9am - 5pm
*25 days holiday + bank holidays
*Free on site parking provided
*Full exam support and mentorship
If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!