IFA Administrator/Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 64 Days
- England,London
- full-time
- £27,000 - £35,000 per annum
Job Description:
IFA Administrator/Wealth Planning Administrator
Based London - Bank
Salary £28000 - £35000 depending upon experience + Bonus
* Are you at the beginning of your IFA Administration career, and looking for invaluable exposure to all aspects of wealth planning, and somewhere that will prioritise your development?
* Are you looking for the opportunity to progress into a paraplanner or adviser role down the line?
* Are you working in a more restricted environment, and want to gain more whole of the market exposure
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company - highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
Its a hugely exciting time to join the business, as their growth plans will mean various progression opportuntities are available.
Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional development through to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
* Discretionary Bonus scheme
* Buzzy we work office space based right by bank station.
* 25 days holiday
* Option for hybrid working available (min 3 days in the office)
The role:
* The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
* You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
Based London - Bank
Salary £28000 - £35000 depending upon experience + Bonus
* Are you at the beginning of your IFA Administration career, and looking for invaluable exposure to all aspects of wealth planning, and somewhere that will prioritise your development?
* Are you looking for the opportunity to progress into a paraplanner or adviser role down the line?
* Are you working in a more restricted environment, and want to gain more whole of the market exposure
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company - highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
Its a hugely exciting time to join the business, as their growth plans will mean various progression opportuntities are available.
Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional development through to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
* Discretionary Bonus scheme
* Buzzy we work office space based right by bank station.
* 25 days holiday
* Option for hybrid working available (min 3 days in the office)
The role:
* The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
* You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
Job number 1465365
metapel
Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...