Ifa Administrator

7 months ago

Stansted, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Location: Stansted Mountfitchet**

**Hybrid Working - 3 x days office**

**Salary: £26,000 - £32,000**

**Are you an IFA Administrator looking for your next role?**
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Are you currently working in the office full time and looking for more flexibility?

If so, **we can help**

**Company/Role Information**
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
- You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners

**Requirements**:

- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills

**Salary**: £26,000.00-£32,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 6 months experience as an IFA Administrator?

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