Employer: Cranleigh Personnel Salary: £22,000 – £26,000 per annum Date Added: 30/11/2023
IFA Administrator / Wealth Planning Administrator
Location: Lincoln
Hybrid Working – 2-3 days in the office (with 100% remote considered )
Salary: £22,000 – £26,000
Are you an IFA Administrator looking for your next role?
Are you currently working in the office full time and looking for more flexibility?
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
If so, we can help
Company/Role Information:
Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank
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 within a team of 8
The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
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
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
