Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Are you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team?
If the answer is yes, we have the opportunity you are looking for!
Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel?
As a Customer Sales Advisor in the Outbound team, you'll be an ambassador for our market-leading brand.
Build rapport with customers, get to know their individual needs and put their interests first.
General
Home working Outbound Sales Advisor £23,000 per year Average OTE Bonus of £6,000.00 per annum some earning £ 10,000 per annum Free Broadband TV package.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
As an IFA Administrator you will be a highly valued member of the team.