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Wealth Management Administrator

Recruit UK
Posted a day ago, valid for 6 days
Location

Ashford, Kent TN23 8AF

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Recruit UK is seeking a Wealth Management Administrator for a growing independent financial planning firm located in Ashford, Kent.
  • The position offers a salary range of £27,000 to £35,000, depending on experience, and requires a minimum of 2 years' experience in IFA Administration.
  • The successful candidate will join a supportive adviser support team of 12 and will benefit from hybrid working, a company pension, and 20 days of annual leave plus bank holidays.
  • Experience with XPlan is desirable, and the role provides excellent career progression opportunities.
  • Candidates can expect to be contacted within 7 working days regarding their application status.

Job Title: Wealth Management Administrator

Industry: Financial Planning

Location: Ashford

Salary: £27,000 - £35,000 (dependent on experience)

Job Reference: 9283

Job Description:

Recruit UK is working on an excellent opportunity for a Wealth Management Administrator to join a rapidly growing independent financial planning firm based in Ashford, Kent.

This firm covers all areas of financial planning and has a growing group of advisers, so are looking for an administrator to join the existing adviser support team of 12.

With the back-office team based out of offices in Central Ashford, there is a close knit and supportive feel within the business.

Benefits:

  • Salary of £27,000 - £35,000, dependent on experience
  • Hybrid working
  • Company pension
  • Easy access to the office via train
  • 20 days annual leave, plus bank holidays
  • Excellent career progression opportunities

Skills and experience required:

  • Minimum of 2 years’ experience working within IFA Administration
  • Excellent IT skills
  • Experience using XPlan (desirable)

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm based in Ashford, Kent on a Wealth Management Administrator role.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.