IFA Administrator, Cambridgeshire. £30,000 – £35,000 plus good benefits and discretionary annual bonus.

We are partnering with a client-centric wealth planning business who place their clients at the forefront of everything they do. You'll be supporting 1 Adviser and a Paraplanner, working closely together to deliver an exceptional client experience.

This is a great opportunity for an experienced Wealth Planning Administrator to join a supportive, well-organised team and play a key role in the smooth delivery of financial planning services to a high-quality client base. They have a very strong record of developing their staff, offering excellent opportunities to progress from within.

The role:

• Provide administrative support to Wealth Planners, including attending client meetings where required
• Act as a point of contact for clients where appropriate
• Prepare meeting and review packs ahead of client appointments
• Process new business accurately and in a timely manner, ensuring all paperwork and systems are updated
• Record and maintain client data

To apply:

• Previous experience in an IFA or Wealth Planning Administration role
• Good knowledge of financial planning products
• Strong attention to detail and ability to manage a varied workload
• A client-focused approach with excellent communication skills
• Experience using back-office systems (Xplan and Voyant a distinct advantageous)

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.