Employer: Cranleigh Personnel Salary: £28,000 – £35,000 per annum Date Added: 24/11/2023
Technical IFA Administrator / Trainee Paraplanner
Location: Bradfield, Berkshire
Salary £28,000 – £35,000 + Bonus
Are you a Technical IFA Administrator who wants to progress your technical skills?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
Company/Role Information
You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.
This is working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client.
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
Full exam support to complete your diploma / chartered exams
25 days holiday – hours 9am – 5pm
Private medical insurance, critical illness and DIS
Ample parking at office
Requirements
Minimum 1 year’s experience working as an IFA Administrator / Trainee Paraplanner
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.
