At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service.
- Company: Boutique Chartered financial planning firm with a strong reputation.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Other info: Great career development opportunities in a thriving company.
- Why this job: Join a close-knit team and contribute to exciting growth plans.
- Qualifications: Experience in IFA administration and a passion for organisation.
The predicted salary is between 30000 - 36000 £ per year.
Location: Cambridge (Hybrid working – up to 2 days from home after probation)
Salary: £30,000 – £36,000 (depending on experience)
The Opportunity
Are you an experienced IFA Administrator who genuinely enjoys the administration side of financial planning? Do you enjoy being the person who keeps everything organised, supports advisers, and ensures clients receive an exceptional experience? If you're looking to join a boutique, Chartered financial planning firm where you'll become a valued part of a close-knit team, this could be the perfect opportunity.
About the Company
We're working with a highly respected Chartered Independent Financial Planning firm with offices in Cambridge and Stansted. With around 25 employees, the business specialises in holistic financial planning for high-net-worth clients and has built an excellent reputation for both client service, employee wellbeing and their development. The Cambridge office has exciting growth plans, making this an excellent time to join. You'll play a key role in supporting its continued expansion while working closely with colleagues across both offices. We have placed multiple, very happy employees into this business, still there and thriving.
IFA Administrator/Wealth Planning Administrator in Cambridge employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
