Ifa Administrator - London, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

IFA Administrator / Wealth Planning Administrator

Location:
City, London

Hybrid Working - 3-4 x days office

Salary:
£30,000 - £36,000

Are you an IFA Administrator looking for your next role?

  • Are you looking for a role where you can develop your career?
  • Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years?
If so,
we can help

Company/Role Information:


  • Our client is a boutique, wealth planning firm who have an established and expanding
- client bank with two offices

  • The London office has been recently refurbished and has been expanding rapidly over the last two years
  • There are 5 Advisers in the team and you will be working closely with the Senior Paraplanner to provide full admin support
  • Working in an established practice with strong procedures and processes

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:
£30,000.00-£36,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 6 months IFa admin experience?

Work Location:
In person
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