Employer:<\/b> Cranleigh Personnel
\nSalary:<\/b> \u00a328,000 – \u00a335,000 per annum
\nDate Added:<\/b> 24\/11\/2023<\/p>\n
Technical IFA Administrator \/ Trainee Paraplanner<\/strong><\/p>\n Location: Bradfield, Berkshire<\/strong><\/p>\n Salary £28,000 – £35,000 + Bonus<\/strong><\/p>\n Are you a Technical IFA Administrator who wants to progress your technical skills?<\/strong><\/p>\n Do you feel frustrated in your current role as you are not having the mentoring\/training to reach your next step in your career?<\/p>\n<\/li>\n Or have you been promised exams or study support, and this hasn\u2019t materialised? Or is your salary now not reflecting your technical admin experience?<\/p>\n<\/li>\n Would you like to work for a company who are committed to career development and are looking to progress through the business?<\/p>\n<\/li>\n<\/ul>\n If so, we have the opportunity for you…..<\/strong><\/p>\n Company\/Role Information<\/strong><\/p>\n You will have been working within a dual IFA Administration \/ Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.<\/p>\n<\/li>\n 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.<\/p>\n<\/li>\n Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients<\/p>\n<\/li>\n Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6<\/p>\n<\/li>\n<\/ul>\n NB: Due to the rural location of the office, you would require your own mode of transportation<\/strong><\/p>\n Benefits<\/strong><\/p>\n Full exam support to complete your diploma \/ chartered exams<\/p>\n<\/li>\n 25 days holiday – hours 9am – 5pm<\/p>\n<\/li>\n Private medical insurance, critical illness and DIS<\/p>\n<\/li>\n Ample parking at office<\/p>\n<\/li>\n<\/ul>\n Requirements<\/strong><\/p>\n Minimum 1 year\u2019s experience working as an IFA Administrator \/ Trainee Paraplanner<\/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.<\/strong><\/p>\n Application Deadline:<\/b> 05\/01\/2024\n
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\nContract Type:<\/b> Permanent
\nSubmitted Applications:<\/b> 3<\/p>\n