IFA Administrator - Flexible/Home Working

  • Location

    Newbury

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3600_1654861738

  • Published:

    23 days ago

  • Expiry date:

    2022-07-10

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

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.

The client is offering flexible working for staff, the role can be based from home but will require you to come into the office once or twice a month in Newbury for team meetings etc - of course if you want to come in more regularly that is also an option.