Employer: Cranleigh Personnel Salary: £25,000 – £30,000 per annum Date Added: 20/02/2024
IFA Administrator / Wealth Planning Administrator
Birmingham – Castle Vale
£25,000 – £30,000 depending on experience
Are you an IFA Administrator looking for your next role?
Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm?
Are you looking to work for a company that offers growth and support for career development?
If so, we can help
Company/Role Information:
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 30
This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin tasks including processing of new business, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
Full exam support to complete your diploma (if desired)
25 days holiday + BH – hours 9am – 5pm
Requirements:
Minimum 1 year’s experience working as an IFA Administrator
Excellent attention to detail and competent on CRM systems ideally I/O
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
