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