Ifa Administrator

2 weeks ago

Bradfield Saint George, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Location: Bradfield, Berkshire**

**Salary: £28,000 - £33,000**

**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 looking to work for a company that offers growth and support?

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 in a close knit team of 6
- This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.

**NB: Due to the rural location of the office, you would require your own mode of transportation**

**Benefits**:

- Full exam support to complete your diploma / chartered exams
- 25 days holiday - hours 9am - 5pm
- Private medical insurance, critical illness and DIS
- Ample parking at office

**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**: £28,000.00-£33,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have 1 years experience as an IFA Administrator

Work Location: In person

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