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Senior AdviserAssistant- Chartered Wealth practice
My client is an award winning, Chartered Financial Planning practice, with a friendly but professional office environment, giving bespoke advice to their clients. They are looking to augment their successfulteam by recruiting an experienced Senior IFA/Wealth Management Administrator to join their Chorleyoffice.
You'll be supporting the Financial Planners, dealing with new business admin, client suitability reports, client queries, training and supervising team members when neededand otheraspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer to reflect your experience/qualificationswith this role with Pension/Insurance benefits, Holiday entitlement& being supported with further progression/exams! Hybrid working is also on offer after a probation period!
Ideally you'll have 4/5years experience withinadministration in an IFA/Financial Planning office, working towards Level 4 Diploma (ideally Level 3), attention to detail, a good communicatorand to be able to work within a professional, successful, Chartered Financial Planning team would bekey, within this opportunity.
Experience within training other staff and/or management would be ideal!
Click and apply ASAP,as a short list is being drawn up for interview!
