Employer: Cranleigh Personnel Salary: £24,000 – £30,000 per annum Date Added: 23/04/2024
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
Are you fed up with working in the office full-time?
Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
Our client is a professional independent advisory firm which has Chartered Status
As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
Contributions, Fund Switches, Bed and ISA and protection.
You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
Hybrid working – up to 50% home working after completion of your probation
Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
