IFA / Wealth Planning Administrator

Posted 17 April by Cranleigh Personnel

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IFA / Wealth Planning Administrator

Location: Leamington Spa

Salary: £26,000 - £32,000

Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

  • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
  • Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
  • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
  • 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 may have the opportunity for you.....

The Company/Role:

  • Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
  • You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
  • They have created a working environment which is enjoyable and challenging - making it professional but also personable.
  • They offer support when needed with both personal development and any on-going training that may be required for your role.

If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.

Required skills

  • Administrative Support
  • Financial Services
  • Pensions
  • Telephone Manner
  • Coordinating Meetings

Application question

Are you currently working as a Wealth Planning Administrator?

Reference: 52488228

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