Trainee IFA Administrator
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
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