Ifa Administrator - Preston Park, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Preston Park, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job title:
IFA Administrator / Wealth Planning Administrator

Location:
Preston Park, Brighton

Salary:
£25,000 - £35,000 depending upon experience


Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.


Information on the role/company:


Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.

They are now looking for an IFA Administrator to join their team.

This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL's.


As the company are expanding there is scope for fantastic career progression - whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).


Benefits / details of the role:

  • Great location in Brighton
  • with parking available on a rota system
  • Good sized company with scope to grow and develop your career
  • Full study support and study leave to take exams
  • 25 days holiday with chance to buy additional holiday
  • DIS
  • Private medical insurance

Salary:
£25,000.00-£35,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
In person
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