Senior IFA Administrator

Senior IFA Administrator

Ashleigh Court Wealth Management
Salary: Circa £30,000-£34,000

Are you the highly experience financial planning administrator we are looking for.

We are hiring and we want the best for this role!

This is an office-based role working at our lovely, modern office with air-conditioned, free on site parking and shops nearby. If you are unable to get into us 5 days a week, please speak to us and we'll see if we can be flexible.

The role

This is a key position within the business, supporting the Financial Planner and helping keep everything running smoothly day-to-day.

You'll be involved in:

• Managing new business submissions through to completion
• Preparing client meeting packs and follow-up documentation
• Liaising with clients, providers and third parties
• Maintaining accurate client reco...