Full job descriptionIFA Administrator/Wealth Planning Administrator
Location Earley
Salary - up to £35000 - depending on experience.
Our client, a Chartered, independent financial planning company, is now looking for its next hire - to join their established, close knit administration team.
This is an exceptional opportunity for an individual who enjoys a financial planning support role, to work with a focussed and friendly team and relish the chance to cultivate a long term career within Financial Planning.
The role has variety, involving client service aspects, and typical IFA administration duties, as well as also including the more technical aspects of admin or junior paraplanning. If collaborating with a close team, supporting holistic financial planners and developing technical administration skills is something you would value, then this could be a great role for you.
The company are a Chartered, boutique company standing at around 15 employees. They are supportive, encouraging, driven, and social with excellent retention of employees. They value collaboration, team work and providing an excellent service to their clients. They take pride in their truly holistic and caring approach and its a brilliant environment to really develop exceptional financial planning support skills.
Other benefits include:
*6% pension
*25days holiday
*DIS
*Bonus structure and also exam support towards Diploma
*Full Support through to Chartered if desired.
*A clear pathway through to paraplanning as they like to home grow
Other things to note: This is a full time office based role.
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.