IFA Administrator (Career Progression to Paraplanner)

Ernest Gordon Recruitment; Guildford; On-site; GBP 38,000 - 45,000; Full time

Job summary

A reputable wealth management company in Guildford seeks an IFA Administrator aiming for a supervisory position. The ideal candidate will manage an administration team, assist with paraplanning, and ensure the smooth running of financial plans. This role offers up to £45,000, along with a company pension, training, health scheme, and a supportive work environment. Join a respected firm dedicated to employee development and exceptional financial service delivery.

Benefits

Company Pension

Company Training

Study Support

Health Scheme

Good Work Life Balance

Qualifications

• Experience in managing administration team.
• Strong background in IFA Administration or related fields.
• Ability to assist with paraplanning tasks.

Responsibilities

• Manage and assist younger members of staff.
• Assist with paraplanning work.
• Execute general administrative checks and tasks.

Skills

Experience in IFA Administration

Paraplanning experience

Financial planning skills

Education

Part or fully qualified in relevant financial studies

Job description

IFA Administrator (Career Progression to Paraplanner)

Guildford

Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More

Are you an IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more?

Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits?

On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more.

In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly.

The ideal IFA Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management.

The Role

• Managing and assisting younger members of staff
• Assisting with paraplanning work
• General administrative checks and tasks

The Person

• Experience in IFA Administration, paraplanning or similar
• Part or fully qualified
• Local to Guildford

Keywords: IFA Administrator, Paraplanner, Administrator, Financial Planner, Wealth Management, CII, Guildford, Woking, Farnborough

Reference: 22635

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.