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IFA / Wealth Planning Administrator

Cranleigh Personnel
Posted 13 days ago, valid for 19 hours
Location

Leamington Spa, Warwickshire CV311UY, England

Salary

£20,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Location: Leamington Spa
  • Salary: £26,000 - £32,000
  • Experience required: Not specified
  • Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
  • Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.