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Technical IFA / Wealth Planning Administrator

Cranleigh Personnel
Posted 19 days ago, valid for 7 days
Location

Leamington Spa, Warwickshire CV311UY, England

Salary

£24,000 - £28,800 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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  • The Technical IFA / Wealth Planning Administrator position is located in Leamington Spa.
  • The salary range for this role is £26,000 - £35,000.
  • Candidates should have relevant experience in a similar administrative role, ideally within wealth planning or financial services.
  • The role involves providing comprehensive administrative support to the Director and assisting advisers before and after client meetings.
  • The company promotes a family-oriented culture, offering excellent benefits and a supportive team environment.

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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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.