Wealth Planning Administrator
Posted 2 days 19 hours ago by Cranleigh Personnel
Wealth Planning Administrator
IFA Administrator
Burnham-on-Sea,Salary: Up to £35,000Hybrid working (2 days from home)
Are you an IFA Administrator looking for your next career move?
Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you're have the opportunity to advance your technical skills if desired?
About Our Client:
Our client is a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. With a family-like atmosphere, they offer a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance with hybrid working options, allowing you to spend two days a week working from home.
The team stands at 8 individuals currenely and operates in a collaborative environment where communication and proactive teamwork are at the core. You'll work closely with advisers, paraplanners, and other support staff to deliver an exceptional client experience.
Why This Role?
- Supportive Environment: Whether you're looking to build on your experience or expand your technical knowledge, you'll receive full support with professional exams, including structured study time during working hours.
- Career Development: The company encourages internal development and growth, with opportunities to advance through the business at your own pace.
- Positive Team Culture: You'll be part of a company that values teamwork and fosters a strong sense of community, where everyone pulls together to ensure success.
- Other great benefits including private medical insurance and bonuses
What We're Looking For
- Solid understanding of platforms and back-office systems like Intelliflo.
- Experience supporting financial advisers and paraplanners in a wealth planning environment.
- A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting.
If you're ready for a fresh challenge with a company that will invest in your personal and professional development, we'd love to hear from you!