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IFA Administrator/Client services representative

Cranleigh Personnel
Job LocationLondon
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: IFA Administrator/Client services representative Location: London, City Salary: DOE - ranging between £32000 and £38000 plus up to 12% bonusAre you an IFA Administrator looking for your next challenge and genuine career progression opportunitiesOr perhaps you are a career administrator, keen to make a difference in an administration team and someone who would thrive in a supportive environment and looking for a company that truly value their employeesWe have just the role for you… Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere.Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which arestill there and thriving. Benefits include -

  • Hybrid working between home and office - after probationary period - 2 days from home
  • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
  • This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
  • Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire tostart this study. If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

Keyskills :
Administrative SupportFinancial ServicesPensionsTelephone MannerCoordinating Meetings

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