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Salary £36/38k, generous holidays, great benefits package, hybrid working , free parking, reduced working week
My client is an independent wealth management firm and due to an increase in new business, they are now looking to strengthen their IFA Admin/ Client Support. With an excellent reputation they provide whole of the market Financial Advice across pensions, investments, and protection with a client base stretching across the Southeast and into the City.
Opportunity Highlights** Very friendly team orientated vibe
** Opportunity to become fully Client facing.** The Team takes pride providing an exemplary service to both new and existing Clients** All-encompassing role ranging from letter drafting, email and document management, preparing for client meetings/reviews, servicing new business, any special project work, attending any required meetings, ensuring back-office records are kept up to date through to assisting colleagues during busy times.** Team is fully rewarded for their commitment and dedication to the business
** Perfect for an experienced IFA Administrator with c 2 years’ experience
** Happy to consider candidates from both a restricted and independent background** Study for RO exams provided as well as a great mentoring programme to achieve your personal goalsIf you are passionate about providing a first class service to your Clients, want to join a thriving business where you are genuinely respected and rewarded please contact Camilla Howden at Financial Divisions.
