Trainee/ Junior Ifa Administrator

**Job Title - Trainee/Junior IFA Administrator - Transitional skills considered.**

**Salary - £22,000 - £28,000**

**Location - Tandridge**

**Are you a Pension administrator, Mortgage Administrator or work in banking or a different area of financial services, and you are looking for your next challenge and have considered wealth planning?**

**Or perhaps you have a previous administration or customer service experience, and are you looking for your first career move into wealth planning?**

**Would you relish the opportunity to work for a well-established, whole of the market, chartered financial Planners?**

Due to continued expansion and growth, our client, an established Wealth Planning practice is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

**The main benefit of this role is the option for anyone with a transferable skill set within financial services, administration or customer service to build and grow their skills.**

One of the main things to highlight with this role is that the client is really excited to hire someone with a transferable skill set that is eager to learn and develop and the successful new employee will have the great opportunity of working as part of a small team and will have Full training provided.

The client will dedicate a lot of time to continued professional development of this person and will also full support exams towards the Diploma in financial planning.

The opportunity to progress into a paraplanner or adviser later down the line is also thoroughly encouraged as well.

For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/ banking etc would be highly desirable, however equally anyone looking to start their career within wealth planning who has some previous administration and customer service experience would also work very well for this role.

**Key attributes to be successful within the role**:

- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.

**Salary**: £22,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 1 years experience of working within financial services?
- Do you have at least 1 years experience of working as an Administrator?
- Do you have at least 1 years experience of working within customer service?

Work Location: One location