IFA Administrator / Wealth Planning Administrator Epsom Up to £35,000 a year Hybrid working options Free on site parking Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? About the Company: Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional service to their clients. 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. We’re working with a highly successful, independent wealth planning company in Epsom that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team. 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. Key Responsibilities: * 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 * Processing new business and handling client documentation * Managing the Advi...