IFA Administrator - up to 3 days from home - Cranleigh Personnel : Job Details

IFA Administrator

Based outskirts of Guildford - Hybrid working with up to 3 days from home.

Salary: Up to £35000 depending upon experience

Are you currently an IFA Administrator looking for your next role?

• Do you want to work in an environment that appreciates a life/work balance?
• Would you thrive in a collaborative team environment
• Is a varied role of administration support as well as client contact something you enjoy?
• Would you like to work for a truly holistic financial planning company.
• Is a positive team culture, and sociable, supportive team important to you?

If so, this opportunity could be the perfect match for you.

About the company and what they can offer

They are a fully independent IFA. A boutique team of around 20 in total and 4 in the admin team. This company prides itself on their positive atmosphere, high staff retention and hugely client centric approach. Based in a stunning barn conversion on the outskirts of Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.

• They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly. The administration role involves supporting a handful of advisers, and is developing to also include the opportunity to have a dedicated client bank that you are first point of contact with - allowing for a role with variation of administration and building client relationships.
• The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, including an Admin Team Leader and wider Admin and paraplanning manager - so rest assured, the processes procedures and work flow are very well managed.
• You will join a team of three administrators, with an admin manager on hand as well and regularly getting involved in the work
• Other benefits include 23 x days holiday + Bank Hols and discretionary bonuses, as well as health care plan, quarterly socials and full exam support.

We have worked closely with this business for a number of years, and have placed many happy candidates, and cannot stress enough what a supportive, positive and social environment this company have cultivated. Its also a fantastic place for further developing technical skills due to its truly holistic approach to financial planning.

So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.