Job Description

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.

Purpose of role


This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.


Key Tasks:

  • Opening and sorting daily post on a rota

  • Sending daily post on a rota

  • Answering the telephone and directing calls, taking and passing on messages

  • Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when ...

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