IFA Administrator/Wealth Planning Administrator.

3 weeks ago


Billericay, United Kingdom Cranleigh Personnel Full time

IFA Administrator/Wealth Planning AdministratorLocation: Billericay / East Anglia (Hybrid: 2 days WFH after probation)Salary: £28,000 – £35,000 (depending on experience)About the companyWe’re working with a forward-thinking, people-first wealth planning group founded in 2019 with the ambition to deliver next-generation financial planning.They are driven by strong values including authenticity, warmheartedness and integrity, and they genuinely care about both their clients and their team.This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners, providing truly holistic advice and long-term relationships.They are also passionate about giving back, raising significant funds for:Local community projectsFinancial education initiativesLocal nature and environmental causesThis is a firm with heart, purpose and a supportive culture where every team member is valued.The roleBased in their Billericay office - one of their smaller high street location hubs, currenely with two Advisers and now looking to add two Client Service Administrators/Financial Planning Administrators. ...


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