IFA Administrator / Wealth Planning Administrator

  • Sales Support
  • Berkshire
  • Posted 6 months ago

Overview

IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
  • Do you feel that you are underpaid or undervalued working for a larger IFA?
  • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
  • Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
  • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
  • 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, you will be working in a close knit team of 6
  • This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
  • Full exam support to complete your diploma / chartered exams
  • 25 days holiday – hours 9am – 5pm
  • Private medical insurance, critical illness and DIS
  • Ample parking at office
Requirements
  • 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.

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    IFA Administrator / Wealth Planning Administrator

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    • Posted 6 months ago

    Overview

    IFA Administrator / Wealth Planning Administrator
    Location: Bradfield, Berkshire
    Salary: £28,000 – £33,000
    Are you an IFA Administrator looking for your next role?
    • Do you feel that you are underpaid or undervalued working for a larger IFA?
    • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
    • Are you looking to work for a company that offers growth and support?
    If so, we can help
    Company/Role Information
    • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
    • 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, you will be working in a close knit team of 6
    • This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
    NB: Due to the rural location of the office, you would require your own mode of transportation
    Benefits
    • Full exam support to complete your diploma / chartered exams
    • 25 days holiday – hours 9am – 5pm
    • Private medical insurance, critical illness and DIS
    • Ample parking at office
    Requirements
    • 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.

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    Overview

    IFA Administrator / Wealth Planning Administrator
    Location: Bradfield, Berkshire
    Salary: £28,000 – £33,000
    Are you an IFA Administrator looking for your next role?
    • Do you feel that you are underpaid or undervalued working for a larger IFA?
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    Are you an IFA Administrator looking for your next role?
    • Do you feel that you are underpaid or undervalued working for a larger IFA?
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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837