Ifa Administrator - Stansted, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Stansted, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

IFA Administrator / Wealth Planning Administrator

Location:
Stansted Mountfitchet

Hybrid Working - 3 x days office

Salary:
£26,000 - £32,000

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 currently working in the office full time and looking for more flexibility?
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 alongside a very experienced Senior IFA Administrator in a team of 1
  • The role will involve processing of new business including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners

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:
£26,000.00-£32,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 6 months experience as an IFA Administrator?
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