Wealth Planning - Sittingbourne, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Sittingbourne, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job title:
IFA Administrator / Wealth Planning Administrator

Location:
outskirts Sittingbourne

Salary:
£26,000 - £33,000 depending upon experience

Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a close knit team where you are incredibly valued? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

Main Duties

Provide high quality support to team

- booking in and preparing meetings for the Advisers

Assist Advisers including liaison with product providers
Process all new business through to conclusion
Adhere to the FCA's Conduct Rules

Benefits / details of the role

This is a boutique wealth planning company with 7 in their team. There are 2 Advisers, however it will be mainly 11 support. There are also two Paraplanners and a Mortgage Adviser within the business
Full study support and study leave to take exams (if required)
Hours 9am5pm. The office has parking available

Salary:
£26,000.00-£33,000.00 per year

Schedule: