An established & respected Financial Advisory practice based in Newbury are seeking to recruit an IFA Administrator. This is a boutique business with a friendly & professional team, they provide holistic advice to private clients across the UK and have a fantastic reputation in the local area.
This will be a hands-on role and will be suitable for an individual with previous Financial Planning/Wealth Management experience. You will be required to undertake administration for the companies Financial Planners & Directors whilst also acting as a point of contact for clients when they come into the office and over the phone.
To be considered:
- (Ideally) have experience using IO/Intelligent Office
- Have a good understanding of Microsoft Packages
- Experience working as an Administrator within a Financial Planning/Wealth Management environment
This is a great opportunity to join a growing Financial Planners where you will be a key part of the team. The client is offering a competitive basic salary to £30,000 + bonus and company benefits, full training, support for market exams and progression opportunities into management or technical roles.