plus Excellent Benefits including Private Medical Insurance, pension and DIS.My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include dealing with client and advisor queries, LOA’s and valuations, preparing client valuations, data cleansing as well as supporting the office with tasks when required. You must have excellent communication skills, good organisation skills and a minimum of 1 year + years’ experience as a Financial Administrator in Wealth Management and have excellent communication and written skills.If you are looking for new and exciting and rewarding new position in the Milton Keynes area within the Wealth Management, then please do send your CV to Sam Negbenebor at Financial Divisions.
Back to searchFinancial Administrator-Wealth Management-Milton Keynes-Fully Office Based -£25,000 - £32,000 (DOE)+
Financial Divisions
Posted 7 days ago, valid for 12 days
Milton Keynes, Buckinghamshire MK10 9QA
£25,000 - £38,400 per annum
Full Time
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Sonic Summary
- The position is for an IFA Financial Administrator at a dynamic, boutique Independent Chartered IFA Firm located near Milton Keynes.
- The role requires a minimum of 1 year of experience as a Financial Administrator in Wealth Management.
- Key responsibilities include supporting qualified advisers, handling client queries, preparing client valuations, and data cleansing.
- The firm offers a competitive salary along with excellent benefits, including private medical insurance, pension, and DIS.
- Interested candidates should send their CV to Sam Negbenebor at Financial Divisions for this rewarding opportunity.
