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Chartered IFA Firm
Flexible working 1 day in the office per week following trainingBenefits: Pension Scheme, Group Life Cover, Medical Plan
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets. This Financial Administrator opportunity offers a competitive salary alongside a discretionary bonus, comprehensive benefits, and the flexibility of hybrid working—allowing you to enjoy a fulfilling career while maintaining a healthy work-life balance.
Our client operates across the Southeast, providing tailored financial solutions to a diverse clientele, including City professionals, families, and business owners. With a dedicated team of approximately 20 staff and five advisers, as the Financial Administrator, you will be part of a well-supported administrative and paraplanning function that ensures seamless client service.
We are seeking an experienced Financial Administrator who can proficiently manage client services and back-office administration from inception to completion. Reporting to the Operations Manager, you may also be assigned your own Adviser for additional support. Familiarity with Intelligent Office is essential, although candidates with a strong willingness to learn may also be considered.
Key Benefits of this Role:
- Flexible Working: Enjoy the freedom of working primarily from home, with only one day per week required in the office after your initial training.
- Career Development: If you are pursuing your Level 4 diploma, our client is committed to supporting your studies, fostering a culture of professional growth.
- Wellbeing Focus: Experience a workplace that prioritises staff wellbeing and fosters a collaborative environment, with regular social events and team outings.
- Attractive Compensation: Benefit from a competitive salary and a comprehensive benefits package designed to support your financial future.
If you are an experienced Financial Administrator seeking a stable and rewarding opportunity within a supportive firm, we invite you to apply.
Please contact Laura McKendry at Financial Divisions
