IFA Administrator / Wealth Planning Administrator
Location: Lincoln
Hybrid Working – 2-3 days in the office (with 100% remote considered )
Salary: £22,000 – £26,000
Are you an IFA Administrator looking for your next role?
  • Are you currently working in the office full time and looking for more flexibility?
  • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
If so, we can help
Company/Role Information:
  • Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank
  • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
  • Working in an established practice with strong procedures and processes within a team of 8
  • The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail