The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Our client, a leading IFA company, is seeking a Senior IFA Administrator to join their team.
Previous experience in an IFA Administrator role is a must as you will be supporting the Managing Partner and the company's team of financial advisors, providing excellent administrative support.