Ifa Administrator - London, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

beBee Recruiter
Description

IFA Administrator/Private Client Administrator

Clerkenwell, London

Up to £30,000 depending on experience.
Are you currently an Administrator within a Financial Planning environment?

Do you enjoy a varied role, encompassing both IFA administration and client services aspects.


Would you enjoy working for a boutique, whole of the market Chartered financial planning company, with a holistic approach and a huge focus on client care.

Would you thrive 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....

The opportunity boasts some fantastic benefits such as:

  • PMI
  • Discretionary bonuses
  • The option to work from home up to 3 days a week

Company Information

  • Our client is a boutique, fully independent Chartered financial planning company who deals with all aspects of financial planning.
  • Our client has won multiple awards over the last couple of years including a "best financial adviser to work for" award in 202
  • You would be working alongside the Senior private client administrator and private client director and senior Paraplanner to deliver quality administrative support with a focus on client facing administrative tasks.
  • At least 1.5 years experience of administrative and client servicing aspects preferably within a financial planning environment
  • Good knowledge of intelligent office
  • Excellent attention to detail
  • Excellent written and verbal communication
  • Good knowledge of Microsoft office packages and confident when using excel.


If you are looking for a varied role and to work in an award winning company with superb atmosphere, and great benefits then please apply.


Salary:
£26,000.00-£30,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have around at least 2 years experience in a related admin role that involves general admin?

Work Location:
One location
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