Bonus + Excellent Pension and Private Health benefits
My clientis a South Buckinghamshire-based boutique financial planning firm. They have been providing financial advice to their private clients for more than 20 years, and they have a stellar reputation for giving high net worth private clients—a mix of families, retirees, business executives, and accumulators—the best possible financial guidance. Pensions, investments, tax planning, IHT planning, protections, and more complicated advice like VCT & EIS are among the things they advise.
The Managing Director has opened a number of new positions for an experienced IFA Administrator with prior experience working in an IFA or wealth management company due to an increasing volume of new enquiries arriving in their inboxes through recommendations and referrals. Ideally, candidates willhave experience of using Intelligent Office software (although this is not essential).
Depending on your experience level, you will be assigned cases to work on while supporting a group of paraplanners and IFAs. You might even be paired with a particular adviser to help you establish a strong working rapport. In order to meet the needs and desires of the company's clients, you will assume responsibility for overseeing the creation of documentation, reports, and correspondence for them. You will also communicate with other service providers. If you want to become an advisor, this organisation will help you plan and work towards that goal. They have a great reputation for training and growth, as evidenced by the fact that three of their current Financial Advisors entered the company as Administrators.
Person Specification:
You should ideally have prior experience working for a wealth management company or a financial services company regulated by the FCA. Since this position involves interacting with customers and calls for strong social and client-interaction skills, proof of equivalent responsibilities in a prior position will be needed.
Pay range: £28-£35k plus bonus
Complete study assistance for a Financial Planning diploma, if you want to follow this field of study.
25 days off plus bank holidays
Benefits include Medical Cash Plan and DIS.