Ifa Administrator - Guildford, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Guildford, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

IFA Administrator / Wealth Planning Administrator

Location:
Guildford

Salary:
£30,000 - £35,000

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 based in Guildford
  • There are 5 Advisers, 1 Paraplanner and 3 Administrators with 12 in the team
  • Working in an established practice with strong procedures and processes
  • There is fantastic career development whether that's exam support, progression into advice in the future or to stay and develop the admin role

Requirements:


  • Minimum 2 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-£35,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 2 years experience as an Administator?

Work Location:
In person
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