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IFA Administrator

Cranleigh Personnel
Job LocationOxted
EducationNot Mentioned
Salary27,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

IFA AdministratorOxted, Surrey£27,000 - £35,000Are you an IFA Administrator

  1. Do you enjoy a varied role, encompassing both IFA administration and client services aspects.
  2. Would you enjoy working for a whole of the market chartered financial planning company, with a holistic approach and a huge focus on client care.
  3. Has your existing practice been recently bought out by a larger firm and the culture of the company changed
  4. Would you thrive in a boutique environment And enjoy working as part of a smaller supportive team, whilst retaining excellent benefits
Would you like to work for a company with well-established processes and procedures, who are committed to their clients, and also to your continued professional development.If so, we may have the opportunity for you.....Company Information
  1. Our client is a boutique, fully independent chartered financial planning company who deals with all aspects of financial planning.
  2. They offer a warm, supportive culture where everybody works together to support the advisors.
  3. Exam support Is on offer, and they encourage continued professional development.
  4. They do offer progression into Paraplanning but are looking for someone who is happy in a busy, varied IFA administrator role for 18-24 months.
  5. They also offer some great benefits such as 25 days leave exclusive of Christmas.
If you are looking to work in a company with superb atmosphere, a varied role and great benefits then please apply for the role and we can run through in more detail.

Keyskills :
Administrative SupportFinancial ServicesPensionsTelephone MannerCoordinating Meetings

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