A well-respected Wealth Management firm seeks to build long-term, trusting relationships with their clients. There is a great community feel throughout the company, with a very friendly and professional working environment.
This is a fantastic part-time position within the Financial Planning Support team due to a full-time member wishing to reduce their hours to part-time. You will be working closely with the line manager, existing team, and clients of the company. They can offer genuine career development by having such a broad proposition on offer as well as providing exam and study support for those looking to further their technical knowledge and qualifications.
Benefits:
1. Hybrid working, flexible hours
2. £35,000 FTE
3. 5% pension contribution
4. 25 days plus bank holidays
5. Lots of time off around the festive period
6. Extra employee benefits - offers the chance for you and your family members to have life insurance
What's needed for me to be considered?
1. Knowledge and understanding of the FCA regulations
2. Strong expertise in investments and pensions
3. Effective communication, both written and verbal
4. Have a professional, proactive, and positive attitude
Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
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