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Join a Leading Wealth Management Firm - Financial Administrator Opportunity!
Salary: £30,000-£38,000 + Bonus (£2-3k) + Study Support + Hybrid Working (Part-Time Option Available)
Are you ready to take the next step in your career with a well-established and highly respected wealth management firm? With almost 30 years of delivering trusted financial advice to the local community, this firm is looking to expand its team and bring in an experienced Financial Administrator to join their professional, supportive environment.
This is your chance to be part of a reputable Independent Financial Advisory (IFA) practice that is known for providing ethical, client-focused financial services and wealth management. Not only will you be joining a company with a strong track record of success, but you’ll also enjoy an inclusive culture where your career growth and development are top priorities.
Why This Role?
- Career Development: This role offers fantastic long-term career progression. You will receive full study support and training to help you grow into an IFA or Paraplanner, with the goal of obtaining your Diploma in Financial Planning.
- Hybrid & Flexible Work: Enjoy the perfect work-life balance with hybrid working options, including the potential for part-time hours.
- Great Benefits: Alongside a competitive salary, you will receive a performance-related bonus (£2-3k), generous study support, and the opportunity to develop within a firm that genuinely cares about its team.
What You’ll DoAs a Financial Administrator, you’ll play a vital role in supporting the administration behind pensions, investments, and a wide range of other financial products. You will:
- Handle client communications and assist in managing client accounts.
- Prepare reports and documents for client meetings.
- Assist in the day-to-day administration of financial products and services.
- Provide support for ad hoc tasks that arise within the team.
What We’re Looking ForWe are looking for someone with previous experience within an IFA practice or wealth management environment. If you’re passionate about providing exceptional service and eager to develop your career in financial services, this is the perfect opportunity for you.
Interested in learning more about this exciting opportunity? Get in touch today by contacting Laura at Financial Divisions.
Don’t miss out on this chance to join a thriving firm that values its people and offers an exciting future for its employees!
