Ifa / Wealth Planning Administrator

5 months ago


Leamington Spa, United Kingdom Cranleigh Personnel Full time

**IFA / Wealth Planning Administrator**

**Location: Leamington Spa**

**Salary: £26,000 - £32,000**

**Are you an IFA / Wealth Planning Administrator who is now looking for their next move?**
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?

**If so, we may have the opportunity for you.....**

**The Company/Role**:

- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging - making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.

Pay: £26,000.00-£32,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Are you currently working as a Wealth Planning Administrator?

Work Location: In person



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