Ifa Administrator - Guildford, United Kingdom - Cranleigh Personnel
Description
IFA Administrator / Wealth Planning Administrator
Location:
Guildford
Salary:
£30,000 - £35,000
Are you an IFA Administrator looking for your next role?
- Are you looking for a role where you can develop your career?
- Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years?
we can help
Company/Role Information:
- Our client is a boutique, wealth planning firm who have an established and expanding client bank based in Guildford
- There are 5 Advisers, 1 Paraplanner and 3 Administrators with 12 in the team
- Working in an established practice with strong procedures and processes
- There is fantastic career development whether that's exam support, progression into advice in the future or to stay and develop the admin role
Requirements:
- Minimum 2 year's experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong interpersonal and relationship building skills
Salary:
£30,000.00-£35,000.00 per year
Schedule:
- Monday to Friday
Work Location:
In person
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