Ifa administrator / wealth planning administrator

IFA Administrator / Wealth Planning AdministratorLocation: CobhamSalary: 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.