Ifa Administrator - Coventry, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Coventry, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Technical IFA / Wealth Planning Administrator

Location:
Outskirts Coventry

Salary:
£24,000 - £30,000
Are you an IFA Administrator with at least one year's IFA Admin experience....?

Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?

Are you stuck where you are and there isn't the progression into paraplanning?

Or is your salary now not reflecting your IFA Administration experience?

Would you like to work for a company who are committed to career development and are looking to progress through the business?

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

Company Information

Our client is an established boutique wealth planning company with a solid bank of clients
There are 15 Advisers, 7 in the paraplanning/ admin team
The role is called an Technical IFA Admin role: you will be writing suitability reports and cash flow forecasting
Exam support is on offer if desired with £500 paid for each exam passed
Please note to the clients location you will need to be a car driver

Salary:
£24,000.00-£30,000.00 per year

Schedule: