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Flexible working - 1 day WFH
With locations around the Southeast, my client is a chartered boutique wealth planning company that has been in operation for many years and has substantial financial support. They have a great reputation for offering private clients who are city professionals, families, retirees, business owners, and accumulators very sound advice about the entire market. Many of their clients are HNWs with assets worth more than £2 million. This company employs about 20 people, including 5 advisers and a full administrative and paraplanning team that help them provide their clients with efficient and successful assistance.
A vacancy has come available for an experienced Financial Administrator who can administer all the necessary client services and back-office administration from start to finish. You will report into an Operations Manager, and you may be allocated your own adviser to support. Experience using Intelligent Office is a MUST HAVE.
Although the position may allow for a great deal of flexibility, you will be required to visit the offices near Newbury at least once a week; this will increase after you are inducted. Although this position would be appropriate for a career administrator, my client will assist you with your education if you are taking any examinations towards your level 4 qualification. My customer routinely enjoys workplace socials, vacations, and places a high value on teamwork and employee well-being. My client wants to give a base salary of between £28k and £34k, along with a bonus and a full study support package. The position may lead to a more senior administrator or team leader position or perhaps paraplanning. If this role sounds of interest or any other roles, I am working on please get in touch. Contact Sam Negbenebor at Financial Divisions.
