Ifa Administrator - Oxted, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Oxted, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

IFA Administrator

Oxted, Surrey

£27,000 - £35,000

Are you an IFA Administrator?

  • Do you enjoy a varied role, encompassing both IFA administration and client services aspects.
  • Would you enjoy working for a whole of the market chartered financial planning company, with a holistic approach and a huge focus on client care.
  • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
  • Would you thrive in a boutique environment? And enjoy working as part of a smaller supportive team, whilst retaining excellent benefits


Would you like to work for a company with well-established processes and procedures, who are committed to their clients, and also to your continued professional development.


If so, we may have the opportunity for you.....

Company Information

  • Our client is a boutique, fully independent chartered financial planning company who deals with all aspects of financial planning.
  • They offer a warm, supportive culture where everybody works together to support the advisors.
  • Exam support Is on offer, and they encourage continued professional development.
  • They do offer progression into Paraplanning but are looking for someone who is happy in a busy, varied IFA administrator role for 1824 months.
  • They also offer some great benefits such as 25 days leave exclusive of Christmas.

Salary:
£27,000.00-£35,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have experience working in a varied role that includes general IFA?
  • Administration and plenty of client service care?

Work Location:
One location
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