Ifa / Wealth Planning Administrator

1 week ago


Borehamwood, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Location: Borehamwood**

**Salary: £26,000 - £40,000 depending upon qualifications**

**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?
- Would you like to work for a firm that offers two additional bonuses?

If so, **we can help**

**Company/Role Information**
- Our client is a boutique, independent IFA who have an established and expandin 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 two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports

**Requirements**:

- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills

Pay: £26,000.00-£40,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person


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