Ifa Administrator

5 months 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 a minimum of 1 years experience as a Trainee Paraplanner?

Work Location: In person


  • Ifa Administrator

    5 months 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...


  • Ottery Saint Mary, United Kingdom Medical & General Independent Financial Advisers Ltd Full time

    Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...