Employer:<\/b> Cranleigh Personnel
\nSalary:<\/b> \u00a322,000 – \u00a326,000 per annum
\nDate Added:<\/b> 30\/11\/2023<\/p>\n
IFA Administrator \/ Wealth Planning Administrator<\/strong><\/p>\n Location: Lincoln<\/strong><\/p>\n Hybrid Working – 2-3 days in the office (with 100% remote considered )<\/strong><\/p>\n Salary: £22,000 – £26,000<\/strong><\/p>\n Are you an IFA Administrator looking for your next role?<\/strong><\/p>\n Are you currently working in the office full time and looking for more flexibility?<\/p>\n<\/li>\n Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?<\/p>\n<\/li>\n<\/ul>\n If so, we can help<\/strong><\/p>\n Company\/Role Information:<\/strong><\/p>\n Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank<\/p>\n<\/li>\n You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising<\/p>\n<\/li>\n Working in an established practice with strong procedures and processes within a team of 8<\/p>\n<\/li>\n The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners<\/p>\n<\/li>\n<\/ul>\n Requirements:<\/strong><\/p>\n Minimum 1 year\u2019s experience working as an IFA Administrator<\/p>\n<\/li>\n Excellent attention to detail and competent on CRM systems<\/p>\n<\/li>\n Fantastic telephone manner and strong inter-personal and relationship building skills<\/p>\n<\/li>\n<\/ul>\n 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<\/p>\n Application Deadline:<\/b> 11\/01\/2024\n
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\nContract Type:<\/b> Permanent
\nSubmitted Applications:<\/b> 0<\/p>\n