Back to search
Basic salary + Full study support to level 4 diploma, hybrid working
An exciting position has risen with my client who is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire. The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions. The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. They have no aspirations to be acquired by a national consolidator and PE firm.
The Managing Director is creating a brand-new role within the business for a Financial Administrator with at least 6 - 12 months of experience. They are open to recruiting a junior candidate or an experienced individual who is well versed on end-to-end admin in a wealth planning firm. The role will be based in the office 2 or 3 days per week in Milton Keynes and you support the 2 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of several platforms such as Fidelity Aviva, Royal London, Prudential etc.
My client is very open with regards to what they can offer a candidate career-wise including a route to being a Paraplanner if you prefer. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £23k - £28k basic salary depending on your experience levels.
If this role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam at FD.
