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Join a reputable Wealth Management firm dedicated to building long-term, trusted relationships with clients. The firm fosters a strong sense of community, offering a friendly yet professional working environment.
We have a fantastic opportunity for a Senior role within the Financial Planning Support team. You'll work closely with the line manager and one of the company’s Directors, gaining exposure to a wide range of services while receiving support for further studies and qualifications.
Key responsibilities include income processing and reconciliation, so prior experience with Sage or similar accounting software will be advantageous.
Benefits:
- Hybrid working
- Agile working
- £40,000, negotiable
- 5% pension contribution
- 25 days plus bank holidays
- Lots of time off around the festive period
- Extra employee benefits - offers the chance for you and your family members to have life insurance
To be considered?
- Knowledge and understanding of the FCA regulations
- Strong knowledge of investments and pensions
- Ideally, experience with Sage and Intelliflo
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
Apply today to be considered for this Senior Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison
