IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

Location: Lincoln

Hybrid Working available after probation

Salary: £22,000 - £26,000

Are you an IFA Administrator looking for your next role?

• Are you currently working in the office full time and looking for more flexibility?

• Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?

If so, we can help

Company/Role Information:

• Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank

• You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising

• Working in an established practice with strong procedures and processes within a team of 8

• The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners

Requirements:

• Minimum 1 year’s experience working as an IFA Administrator

• Excellent attention to detail and competent on CRM systems

• Fantastic telephone manner and strong inter-personal and relationship building skills

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