Senior IFA Administrator

Senior IFA Administrator

Ashleigh Court Wealth Management
Salary: Circa

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 well 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.

Youll 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 records and back-office systems
• Managing diaries appointments and workflow
• Supporting the wider administration of the business

Youll play a central role in ensuring clients receive a seamless professional service at all times.

What were looking for

Were looking for someone who can come in and make an impact straight away.

• Experience within IFA / Wealth Management administration is essential
• Highly organised with strong attention to detail
• Confident communicating with clients and providers
• Able to manage workload and prioritise effectively
• Professional reliable and proactive

Our benefits

Life cover critical illness PHI company pension 31 days holiday including bank holidays discretionary bonus free staff on site parking.

About Ashleigh Court

Established in 1997 Ashleigh Court is a well-respected independent wealth management firm built on long-term relationships and high-quality advice.

We have a great business that combines experience with a forward-thinking approach investing in modern systems maintaining high standards and creating an environment where both clients and staff are genuinely looked after.

Apply now

Were partnering with Recruitment Rebellion Limited to fill this role.

Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments let us know.