- Financial Administrator - Chartered IFA
- Offices in Newbury - Remote Role
- Lots of flexible working - perhaps 1 or 2 days in office
- £28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the South East who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to City professionals, families, business owners retirees and accumulators. Many of their cases fall into the HNW category over £2m of assets to invest. This business has a team of c. 20 staff with 5 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.
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.
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 they will support you with your studies but this role would be suitbale for a career administrator. The MD places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £34k basic salary plus a comprehensive study support package and bonus. The role can progress into Paraplanning or a more senior administrator/team leader. The MD will also consider candidates on a part-time basis - who can work 4 days per week.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.