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.
The business is a highly professional, wealth management firm, therefore there will be a range of advice needs.
You will be provided with some clients upon joining to takeover their ongoing servicing.
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.
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.
Our client, a leading IFA company, is seeking a Senior IFA Administrator to join their team.