Trainee Ifa Administrator - Lincoln, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Lincoln, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trainee IFA Administrator

Location - Lincoln

Salary:
£20,000 - £25,000
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?

For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.

Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.

Due to continued expansion and growth, our client, a well-established wealth planning practice based in Stamford is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

The role offers the opportunity to work within an established financial services company and receive full training and development and the chance to build strong relationships with a bank of clients.

Key attributes to be successful within the role:

Strong work ethic
Thriving within a busy varied role
Can do attitude
Team player but also selfmotivated and able to work on own initiative
Keen to learn and develop skills to ensure develop best competency within the role
Organisational and prioritisation skills
Strong attention to detail.

Salary:
£20,000.00-£25,000.00 per year

Schedule: