Chartered IFA firm
Flexible working - 1 day in the office per week after training/probation
Pension scheme, Group Life Cover benefits & Medical Plan
With offices throughout the Southeast, my client is a chartered boutique wealth planning company that has been in operation for many years and has substantial financial support. I have placed nearly ten employees, including administrators, paraplanners, advisers, and compliance specialists, into the company after having two meetings with the directors. They have a great reputation for offering private clients who are city professionals, families, retirees, business owners, and accumulators very sound advice about the entire market. With more than £2 million in assets to invest, many of their clientele are HNWs. This company employs about 20 people, including 5 advisers and a full administrative and paraplanning team that help them provide their clients with efficient and successful assistance. But they run other companies.
A vacancy has come available for an experienced Financial Administrator who can administer all the necessary client services and back-office administration from start to finish. You will report into an Operations Manager, and you may be allocated your own adviser to support. Experience using Intelligent Office is a MUST HAVE. My client will consider a more junior candidate, but they must have the right attitude and willingness to get stuck in and learn.
The role can offer extensive flexibility, but you will be asked to come to the offices near Newbury perhaps once a week, this will be more once you are being inducted. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies, but this role would be suitable for a career administrator. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client is looking to offer circa £28k - £34k basic salary plus a benefits package.
If this role sounds of interest or any other roles, I am working on please get in touch.
Contact Samantha Negbenebor at Financial Divisions