IFA Administrator/Wealth Planning Administrator
IFA Administrator / Wealth Planning Administrator Location: Cambridge Salary: £33,000 - £37,000 depending on experience Hybrid: Monday and Friday working from home after probation The Opportunity Are you an experienced IFA Administrator or Wealth Planning Administrator looking for a role where you''ll be trusted with responsibility, genuinely valued and part of a close-knit team, working closely with Advisers, and become an important part of a growing Cambridge office? This could be a great opportunity to join a Chartered Independent financial planning business, where we''ve placed several people ourselves, and they''re still there, happy and thriving. You''ll support two Financial Advisers, take ownership of a varied wealth planning admin workload and play an important role in helping the Cambridge office continue to grow. The Company This is a highly respected Chartered Independent Financial Planning firm with around 25 employees across its Cambridge and Stansted offices. The business specialises in holistic financial planning for high-net-worth clients and has built a strong reputation for client service, employee wellbeing and developing its people. The culture is a real selling point. It''s a friendly, collaborative and supportive environment where people know each other well and genuinely enjoy working together. The Role You''ll support two Financial Advisers across a varied range of wealth planning administration, while also helping to keep the Cambridge office ..... full job details .....
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