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, including Pension/Insurance benefits, Holiday entitlement, and support for further progression/exams! Hybrid working is also available after a probation period!
Ideally, you'll have 2 years of experience within administration in an IFA/Financial Planning office, working towards Level 4 Diploma. Attention to detail, good communication skills, and the ability to work within a professional, successful Chartered Financial Planning team are key for this opportunity.
Click and apply ASAP, as a shortlist is being drawn up for interviews.
#J-18808-Ljbffr