Trainee Ifa Administrator

1 day ago

Leamington Spa, United Kingdom Cranleigh Personnel Full time

**Job Title - Trainee Wealth Management / IFA Administrator**

**Salary - £23,000 - £25,000**

**Location - Leamington Spa**

**Are you a Pension administrator, Mortgage Administrator or work in banking looking for your next challenge and have considered wealth planning?**

For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments etc would be desirable. Full training can be provided and so this is a fantastic opportunity for anyonelooking to transition their skills across to an IFA environment

Due to continued expansion and growth, our client, an established Wealth Planning practice is looking for an IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administrationand client services.

The role offers the opportunity to work within an established financial services company and receive full training and development from the current PA/Administrator, who is really looking forward to working closely with this individual and building on theircurrent skill set.

**Key attributes to be successful within the role**:

- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.

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