Technical Ifa Administrator

3 weeks ago

Shipley, United Kingdom Cranleigh Personnel Full time

**Technical IFA Administrator / Trainee Paraplanner**

**Based Shipley**

**Hours 9am-5pm
- 25 x days holiday + BH**

**Salary £25,000-£29,500 + Bonus**

**Are you a technical IFA Administrator who wants to progress your technical skills?**
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- 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?
- Would you like to work for a company who are committed to career development and are looking to progress through the business - through to advice if desired?

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

**The company and role**

Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.

This is working directly with the owner of the business and you will be working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely differentlevel and therefore its an incredibly collaborative environment to work out the best plan for each client.

There are 16 staff within the company based over two offices and they offer a structured career development and exam plan based around your goals - whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidlyin the last few years, however have been very conscious to keep the 'family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

They are based in a fantastic office environment in Shipley and after the initial training offer hybrid working.

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