Chartered IFA firm
Flexible working - 1 day in the office per week after training/probation
Pension scheme, Group Life Cover benefits & Medical Plan
With offices throughout the Southeast, my client is a chartered boutique wealth planning company that has been in operation for many years and has substantial financial support. I have placed nearly ten employees, including administrators, paraplanners, advisers, and compliance specialists, into the company after having two meetings with the directors. 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. With more than £2 million in assets to invest, many of their clientele are HNWs. 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. But they run other companies.
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. My client will consider a more junior candidate, but they must have the right attitude and willing...