Adviser Assistant - Chartered Wealth Practice
My client is an award-winning, Chartered Financial Planning practice, with a friendly but professional office environment, giving bespoke advice to their clients. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Chorley office.
You'll be supporting the Financial Planners, dealing with new business admin, client suitability reports, client queries, and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, circa £27,000/£28,000 per annum, with Pension/Insurance benefits, Holiday entitlement, and being supported with further progression/exams, in this sought-after opportunity! Hybrid working is also on offer after a probation period!
There is also an opportunity to progress over time into a Senior IFA Admin role, once experience/competence is attained, with a salary of circa £32,000.
Ideally, you'll have 2 years of experience within administration in an IFA/Financial Planning office, working towards Level 4 Diploma, attention to detail, a good communicator, and the ability to work within a professional, successful, Chartered Financial Planning team would be key within this opportunity.
Click and apply ASAP, as a shortlist is being drawn up for interviews.
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