IFA / Wealth Planning Administrator

Overview

IFA / Wealth Planning Administrator

Location: Leamington Spa

Salary: £26,000 – £32,000

 

Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

  • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
  • Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
  • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
  • Would you like to work for a company who are committed to career development and are looking to progress through the business?

 

If so, we may have the opportunity for you…..

The Company/Role:

  • Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
  • You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
  • They have created a working environment which is enjoyable and challenging – making it professional but also personable.
  • They offer support when needed with both personal development and any on-going training that may be required for your role.

 

If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.

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    Overview

    IFA / Wealth Planning Administrator

    Location: Leamington Spa

    Salary: £26,000 – £32,000

     

    Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

    • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
    • Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
    • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
    • Would you like to work for a company who are committed to career development and are looking to progress through the business?

     

    If so, we may have the opportunity for you…..

    The Company/Role:

    • Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
    • You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
    • They have created a working environment which is enjoyable and challenging – making it professional but also personable.
    • They offer support when needed with both personal development and any on-going training that may be required for your role.

     

    If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.

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    Overview

    IFA / Wealth Planning Administrator

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    Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

    • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
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    Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

    • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
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    • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
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      Are you an IFA Administrator who wants to improve your technical skills?

      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
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Contact us

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