Ifa Administrator

6 months ago


London, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Location: City, London**

**Hybrid Working - 3-4 x days office**

**Salary: £30,000 - £36,000**

**Are you an IFA Administrator looking for your next role?**
- Are you looking for a role where you can develop your career?
- Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years?

If so, **we can help**

**Company/Role Information**:

- Our client is a boutique, wealth planning firm who have an established and expanding
- client bank with two offices
- The London office has been recently refurbished and has been expanding rapidly over the last two years
- There are 5 Advisers in the team and you will be working closely with the Senior Paraplanner to provide full admin support
- Working in an established practice with strong procedures and processes

**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**: £30,000.00-£36,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 6 months IFa admin experience?

Work Location: In person


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