This role is best suited to those with at least 3 years experience as an IFA Administration. You will be providing support to established Advisor's, with emphasis on new business support and meetings. The role has a salary of up to £40,000 with Hybrid working and a great benefits package.
The Company
This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. This is a growing advisory firm with offices all over the company, recently gaining increased backing to further their nationwide development.
The Role
You will be part of a team providing administration support, this will range from processing new business, illustrations and projections, valuations, updating the back office, liaising with providers and providing documents for suitability reports. This opportunity is perfect for those with a great understanding of a variety of products ideally experienced within Trusts/VCT/EIS although this isn't essential.
The Benefits:
- Salary of up to £40,000
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% minimum (company will match up to 10%)
- Discretionary 10% annual bonus based on company performance
- 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
- Hybrid working
If this of of interest - Click apply now!