Ifa Administrator - Bradfield Saint George, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Bradfield Saint George, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator / Wealth Planning Administrator

Location:
Bradfield, Berkshire

Salary:
£28,000 - £33,000

Are you an IFA Administrator looking for your next role?

Do you feel that you are underpaid or undervalued working for a larger IFA?
Would you like to work in a boutique wholly independent IFA working with a ultrahigh net worth client bank?
Are you looking to work for a company that offers growth and support?

If so,
we can help

Company/Role Information:

Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultrahigh net worth clients
You will be fully supported in your career whether that be progressing within IFA Administration, or into paraplanning or Advising
Working in an established practice with strong procedures and processes, you will be working in a close knit team of
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.

NB:
Due to the rural location of the office, you would require your own mode of transportation

Benefits:

Full exam support to complete your diploma / chartered exams
25 days holiday hours 9am 5pm
Private medical insurance, critical illness and DIS
Ample parking at office

Requirements:

Minimum 1 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:
£28,000.00-£33,000.00 per year

Schedule: