Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
This role is for those who have experience as a mortgage administrator and are looking for a new home within a growing business.
The firm is an IFA company who have many paths for growth, whether that's to mortgage advice in the future, or moving to the wealth side of the business.
The firm is a smaller sized wealth business based in the South Birmingham area.