IFA Admin/Wealth Planning Administrator
Bourne End - Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives - and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
* Collating client information
* Processing Investment Platform administration
* Undertaking research
* Producing client illustrations
* Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
* A great office environment at their Bourne End premises with ample parking
* A salary of up to £35,000 depending on skills/experience
* A holiday entitlement of 24 days plus bank holidays
* A pension scheme with enhanced employer contributions
* Contributions towards training and development - full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.