Cheltenham
A well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. There is a great community feel here throughout the company, with a very friendly and professional working environment.
This is a fantastic Senior position in the Financial Planning Support team. You will be working closely with the line manager and a Director in the company. They can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.
Benefits:
- Hybrid working
- £38,000, negotiable
- 5% pension contribution
- 25 days plus bank holidays
- Lots of time off around the festive period
- Extra employee benefits – offers the chance for you and your family members to have life insurance
What’s needed for me to be considered?
- Knowledge and understanding of the FCA regulations
- Strong knowledge in investments and pensions
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
Apply today to be considered for this Senior IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison
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