IFA / Wealth Management Administrator - Bishops Stortford - Hybrid - £30,000-38,000 + Bonus (£2-3k)

Exciting Opportunity for a Financial Services / Wealth Management AdministratorStudy Support + Part-Time Option Available

We’re thrilled to present a fantastic opportunity for an experienced Financial Services Administrator to join a well-established, highly professional wealth management firm. With nearly three decades of experience serving the local community, this firm is renowned for its ethical, holistic approach to financial advice and its commitment to offering outstanding customer service.

What’s on Offer:

• Competitive Salary - £30,000 - £38,000, plus an annual bonus of £2,000-£3,000.
• Study Support - Full backing towards achieving your Diploma in Financial Planning as you work towards becoming an IFA or Paraplanner.
• Hybrid Working - Enjoy flexibility with a hybrid working model (part-time options also available).
• Career Development - Excellent long-term career opportunities with the chance to grow and develop your skills within a supportive, professional team.
• A Positive, Ethical Environment - Work for a firm with a stellar reputation as both an employer and provider of conscientious, holistic financial services.

The Role:

• Provide administrative support for pensions, investments, and other financial products.
• Prepare reports for client review meetings and liaise with clients to ensure excellent service.
• Take on ad hoc tasks related to wealth management services and administrative duties within the team.

Ideal Candidate:

• Previous experience working within an IFA practice or in the broader wealth management sector.
• Strong organisational skills with a passion for delivering top-quality client service.
• An eagerness to develop professionally with support to work towards further qualifications.

This is a fantastic opportunity to join a leading wealth management firm that values its employees and offers clear pathways for growth and progression in the industry.

If you’re interested in this opportunity, please send your CV to Laura at Financial Divisions along with a time that works best for you to have a chat.