Job Description
IFA Administrator/ Fully Funded Exam Support
📍 Glynde, East Sussex
🕒 Full-time, 37.5 hours/week (Monday to Friday, 9am–5pm)
💼 Office-based
💰 Circa £35,000 DOE
🎁 25 days holiday + bank holidays + birthday off
🩺 Bupa cashback scheme
💰 Discretionary bonus
About Us
Barwell's Wealth is a long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.
Client Administration & Servicing
* First point of contact for clients, phone, email, and in person
* Prepare the meeting room, refreshments, and paperwork
* Coordinate birthday cards, thank you notes, client gifts
* Manage incoming/outgoing post and occasional Post Office trips
* Keep the CRM, Enable, accurate and up to date
Annual Review Support
1. Carry out AML and ID checks
2. Pull valuation statements and prep review packs
3. Book and follow up on client meetings
...