Ifa Administrator

3 weeks ago

Guildford, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Location: Guildford**

**Salary: £30,000 - £35,000**

**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 based in Guildford
- There are 5 Advisers, 1 Paraplanner and 3 Administrators with 12 in the team
- Working in an established practice with strong procedures and processes
- There is fantastic career development - whether that’s exam support, progression into advice in the future or to stay and develop the admin role

**Requirements**:

- Minimum 2 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-£35,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 2 years experience as an Administator?

Work Location: In person

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