An award winning and leading Wealth Manager, who have a stronghold in the Northeast of England, are looking for an experienced IFA administrator.
This is an excellent opportunity for an IFA administrator with strong technical knowledge to keep developing their skill set and work directly with a Senior Financial Planner who has a range of high net worth and ultra-high net worth clients. Due to the calibre of this work, it is essential you have experience supporting advisers across the varied duties for new and existing business administration.
This role has arisen due to internal progression which demonstrates the ample progression available to help you towards any long-term paraplanning and adviser career goals.
The firm offers great flexibility so is also open on a part time basis or condensed hours across a 4-day working week.
The role is open across two locations: Beverley or Grimsby.
Benefits:
- Salary up to £32,000 (dependent on qualifications and experience)
- 20 days holiday + bank holidays - with the possibility to buy more.
- Hybrid working (2 days from home)
- Discretionary bonus
- Study support towards Diploma
- Opportunity to progress through the business.
- Auto-enrolment pension
Skills and experience required:
- Previous experience working in a wealth management / financial planning firm under an Adviser.
- Good technical knowledge in pensions, protection, and investments
- Excellent communication skills
- Someone who takes pride in their organisation.