SonicJobs Logo
Left arrow iconBack to search

Customer Account Executive

RecruitMe
Posted 13 days ago, valid for a month
Location

Stamford, Lincolnshire PE9, England

Salary

£26,000 per annum

Contract type

Full Time

Retirement Plan
In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The job opportunity is for an IFA Financial Administrator in Stamford with a salary range of £23k to £25k, depending on experience.
  • The role involves providing administrative support to financial advisers and ensuring compliance with FCA regulations.
  • Candidates are preferred to have experience in financial services and a strong attention to detail, although training will be provided.
  • The company offers a friendly and professional work environment, along with benefits such as a pension scheme, holiday allowance, and social events.
  • The position is suitable for committed and enthusiastic individuals looking for growth opportunities in a progressive employee-owned wealth management firm.

Stamford - £23k - £25k depending on experience

?We have a fantasticIFA Financial Administrator opportunity to join a successful and progressiveemployee owned wealth managementfirm based in the idyllic Roman and Medieval town of Stamford.

They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.

Due to current expansion and planned growth, they have a requirement for additional Paraplanners to support a large team of professional advisors.

They have built a growing client base and due to further expansion have a requirement for an IFA Administrator to join their close knit team.

In the job you will be providing administrative support to financial advisers within the office, so it is imperative that you are able to work across multiple levels of the business.

You will also ensure that all work is carried out in a fully compliant nature, in line with FCA regulations and requirements.

My client is flexible on skills and experience, but their strong preference would be for someone who has experience in financial services and knowledge of FCA regulations, although training is provided.

They would also like the candidate to be analytical and have a keen eye for detail.

With the close-knit nature of the team, you will be a committed, enthusiastic individual with a flexible approach to your work.

Along with this you would also have the opportunity to work in a friendly, relaxed, professional environment with the chance to work with highly experienced professionals where you would learn from some of the industry's best professionals.

In return my client is Employee Owned and can offer a competitive salary and benefits and progression to the right individual. These include:

Company pension scheme

Death in service benefit

Sickness policy (once completed probation period)

20 days holiday, plus a week off between Christmas and New Year, plus Bank Holidays

Parking permit

Social events

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.

Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.