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Date Added: Wed 06/11/2024

Technical IFA / Wealth Planning Administrator

Leamington Spa, UK
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Company: CRANLEIGH PERSONNEL

Job Type: Permanent, FullTime

Salary: £26,000 - £35,000 per annum

Technical IFA / Wealth Planning AdministratorLocation: Leamington SpaSalary: £26,000 - £35,000

Are you an IFA / Wealth Planning Administrator seeking your next careeropportunity?Do you find yourself in a situation where: You desire to work for a family-oriented business that values its employees whileoffering excellent benefits and established processes? You believe your hard work isn't reflected in your salary and know you deservemore? You are looking to be a key valued member of the team, supporting the Directorof the business?If so, we may have the perfect opportunity for you!About the Company/RoleOur client is a well-established boutique wealth planning practice known for itscaring and friendly approach to both clients and employees. This supportiveenvironment ensures that everyone feels valued and included.In this role, you will: Collaborate closely with the Director, providing comprehensive administrativesupport. You will be working in a varied role supporting the Adviser before and aftermeetings for any preparation and suitability letters In the team there are 3 advisers, 1 x administrator and a Practice Manager - sofull training and support will be provided.

 What We OfferJoin a company that values its employees and provides superb benefits, including:

 A friendly, supportive team environment where collaboration is encouraged. The chance to gain more technical admin experience A family-oriented culture that promotes work-life balance and employee well-being.If you are looking to thrive in a company that truly invests in its people and offersfantastic benefits and career opportunities, please apply today! We’d love to discussthis exciting role with you in more detail.

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