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Form of work
SalaryTechnical IFA Administrator / Trainee Paraplanner
Location: Hungerford, Berkshire
Salary £28,000 - £38000
Are you an IFA Administrator who wants to progress your technical skills?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you.....
Company/Role Information
Our client is a boutique, independent IFA who have an established and expanding client bank
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.
This is working with ultra high net worth clients and you will be 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 its an incredibly collaborative environment to work out the best plan for each client.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
Full exam support to complete your diploma / chartered exams
24 days holiday - hours 9am - 5.30pm + Additional day off for your bday and closed over Xmas
Ample parking at office
Requirements
Minimum 1 year’s experience working as an IFA Administrator
Excellent attention to detail and competent on CRM systems
Good 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
