Ifa Administrator - London, United Kingdom - Cranleigh Personnel

Tom O´Connor

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Tom O´Connor

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Description

Based City, London

Salary £30,000 - £38,000 depending upon experience

Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
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 where you ?

Or have you been promised exams or study support and this hasn't materialised?

Or is your salary now not reflecting your technical admin experience?


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

The role / company information

  • Our client is looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
  • The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
  • Based in a convenient location in the City 5 minute walk from Liverpool Street Station
  • An established boutique wealth planning company with a solid bank of clients
  • There are 10 of them in the team
  • They are internally training two Paraplanners through to Advisers and with their existing Advisers now need additional admin support
  • The role is called an IFA Admin role, however you will be writing suitability reports and using Voyant
  • Exam support is on offer if desired

Salary:
£30,000.00-£38,000.00 per year


Benefits:


  • Cycle to work scheme
  • Free parking

Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 1 to 2 years experience as an IFA Administrator?

Work Location:
One location

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