Ifa / Wealth Planning Administrator - Leamington Spa, United Kingdom - Cranleigh Personnel

Tom O´Connor

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Tom O´Connor

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Description

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 wellestablished 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 ongoing training that may be required for your role.

Pay:
£26,000.00-£32,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Are you currently working as a Wealth Planning Administrator?

Work Location:
In person

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