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Trainee IFA administrator

Cranleigh Personnel
Closing date
15 Jun 2021

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Job Details

Are you looking for your next challenge within financial services/wealth planning?

Our client, a well-established independent company is looking for an IFA Administrator / Wealth Planning Administrator to join their boutique practice and become a valued member of their team. The company consists of 9 individuals and has a really supportive and friendly team with a positive atmosphere.

It's a great opportunity for anyone who is either just starting out in their IFA administration career, or who has transferable experience through working in other areas of financial services, and would like to transition those skills through to this environment. You will work alongside the practice manager and receive exposure to all aspects of IFA administration. Full training will be provided and study support is also available if you wish to begin or continue exams for continuing professional development.

Key attributes to be successful within the role:
  • Strong work ethic
  • Thriving within a busy varied role
  • Can do attitude
  • Team player but also self-motivated and able to work on own initiative
  • Keen to learn and develop skills to ensure develop best competency within the role
  • Organisational and prioritisation skills
  • Strong attention to detail.

If this roles sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
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