IFA Administrator/Wealth Planning Administrator - progression through to paraplanning
other jobs Cranleigh Personnel
Added before 6 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £28,000 - £37,000 per annum
Job Description:
IFA Administrator/Junior Paraplanner - quick progression into full Paraplanner role
Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office)
Salary: £28,000 - £37,000- more for experienced/senior administrators
Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser?
We’re hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank.
The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills
They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well.
Why this role?
Career Progression & Exam Support
*Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser
*You’ll also be mentored by experienced professionals, ensuring that you continue to grow and develop
*Full exam support and pay rises for exams achieved in place.
Key Requirements:
*Experience in financial services or wealth management administration
*Strong organisational skills and keen attention to detail
*A proactive and motivated mindset, committed to excellent client service
*Ability to manage workloads effectively and work independently
What’s in It for You?
*Hybrid working options with Monday and Friday from home if desired.
*Comprehensive exam and study support
*Career progression in a growing firm
*A chance to work with high-calibre clients and a supportive team environment
*Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
*free parking
If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office)
Salary: £28,000 - £37,000- more for experienced/senior administrators
Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser?
We’re hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank.
The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills
They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well.
Why this role?
Career Progression & Exam Support
*Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser
*You’ll also be mentored by experienced professionals, ensuring that you continue to grow and develop
*Full exam support and pay rises for exams achieved in place.
Key Requirements:
*Experience in financial services or wealth management administration
*Strong organisational skills and keen attention to detail
*A proactive and motivated mindset, committed to excellent client service
*Ability to manage workloads effectively and work independently
What’s in It for You?
*Hybrid working options with Monday and Friday from home if desired.
*Comprehensive exam and study support
*Career progression in a growing firm
*A chance to work with high-calibre clients and a supportive team environment
*Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
*free parking
If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
Job number 3488702
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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...