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.
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.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
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.
Employment Type: Permanent
Our client, a leading IFA company, is seeking a Senior IFA Administrator to join their team.
The business is a highly professional, wealth management firm, therefore there will be a range of advice needs.
This employed, Junior Financial Advisor job in Royal Wootton Bassett provides opportunity to a Diploma qualified individual looking to advance their career as a Financial Adviser.
You will be provided with some clients upon joining to takeover their ongoing servicing.
Working as part of the team at an Appointed Representative of St. James's Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients