Technical IFA Administrator

  • Sales Support
  • Wiltshire
  • Posted 7 months ago

Overview

Technical IFA Administrator

Based Bradford on Avon
Salary £25,000-£30,000

 

Are you a technical IFA Administrator who wants to progress 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?
  • Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
  • 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 have the opportunity for you…..

The company and role

Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.

There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.

Your day-to day role will be processing of all new business using the relevant platforms and managing the portfolios, allocations and calculations.

This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.

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Contact us

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