Ifa Administrator/wealth Management Administrator - Hungerford, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Hungerford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job title:
IFA Administrator

Location:
Hungerford

Salary:
£26,000 - £28,000

Are you looking for a fresh challenge within IFA administration?
Are you searching for a company who place the upmost importance on client care?
Do you prefer a boutique company and would relish the opportunity to become part of a small and close team with a family feel and family values.
Would you enjoy a role that can offer variation between IFA administration and client servicing.

If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company to help them with their next hire. The company are boutique and can provide an opportunity to work in a family owned business with family values.

The owners care passionately about providing quality service to their clients and also care deeply for those who work with them.

As a result, there is a supportive atmosphere and a high level of staff retention.

This is a genuine opportunity to join a boutique company and really work with them to cultivate a career in IFA Administration and client services.

The role will be varied and involve all aspects of IFA Administration as well as the opportunity to build relationships with clients, and work closely with a small team to ensure the best client journey.

The Starting salary is between £26,000 and £28000 depending on experience.

Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.

Salary:
£26,000.00-£28,000.00 per year

Schedule:

Monday to Friday

Application question(s):

Do you have at least 1 years experience of working as an IFA Administrator within a wealth planning company?
Do you have at least 1 years experience of working within a financial services sector?

Work Location:
In person