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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 IFA/Wealth Management Administrator to join their Chorleyoffice.
You'll be supporting the Financial Planners, dealing with new business admin, client suitability reports, client queriesand otheraspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience with Pension/Insurance benefits, Holiday entitlement& being supported with further progression/exams, in this soughtafter opportunity! Hybrid working is on offer after a probation period!
Ideally you'll have 2 years experience withinadministration in an IFA/Financial Planning office, working towards Level 4 Diploma,attention to detail, a good communicatorand to be able to work within a professional, successful, Chartered Financial Planning team would bekey, within this opportunity.
Click and apply ASAP,as a short list is being drawn up for interview!
