At a Glance
- Tasks: Support advisers with essential client administration in a dynamic team environment.
- Company: Join a forward-thinking wealth planning group in Ipswich.
- Benefits: Hybrid working, development opportunities, and exam support.
- Other info: Pathway into paraplanning with excellent growth potential.
- Why this job: Kickstart your career in wealth planning with a supportive culture.
- Qualifications: Strong organisational skills and a passion for finance.
The predicted salary is between 25000 - 30000 £ per year.
Cranleigh Personnel in Ipswich is seeking an IFA Administrator to join a forward-thinking wealth planning group.
You will be part of the Support Hub, working in a pod-style team with up to two advisers and a dedicated paraplanner, handling essential client administration behind the scenes.
The role offers hybrid working after probation, a pathway into paraplanning, and a supportive culture with development opportunities and exam support.
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Wealth Planning Admin (IFA) – Hybrid 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.
