Job Description
Our client is one of the leading UK independent financial planning firms, who have a national presence and provide exceptional advice to their clients. Due to company growth, they are now looking for likeminded individuals to join their IFA Administration team.\n \n If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!\n \n What you'll be doing:\n \nProvide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings\nFirst point of contact for client queries and resolutions of any issues\nOnboarding new clients to the company and following new account opening processes\nStaying up to date with FCA requirements and Compliance Policies\n What you need to apply:\n \nProficient experience with administration in a wealth management environment\nStrong understanding of Microsoft Office Suite and back-office systems such as Intelligent Office\n2+ years industry experience within the wealth management sector or financial services\nWorking towards industry relevant qualifications such as DipPFSWhat's in it for you?\n \nA basic salary of up to £30,000 dependent on experience and qualifications\nSocial opportunities throughout the year\nAmazing benefits package which includes bonus, flexible working, insurances, generous holiday & pension\nExam funding and support\nProgression opportunities into different areas of the business, depending on which way you see your career heading!\n Please hit apply or contact Dan directly!\n \n (email address removed) (Just .co!)