Senior IFA Administrator

IFA Administrator - South East England

Ref: 440Wednesday 22 June 2022

£30,000 - £35,0000

A client-focused Wealth Management company who pride itself in offering holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients are looking to hire a Senior Financial Planning Assistant

You will provide full administrative support and assistance to at least one allocated Wealth Manager. Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.

Package

A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday  after 2 years’ service, up to a maximum of 31 days.

Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday,  with a 60 minute unpaid lunch break. Hybrid working is available, based on three days office  based and two days working from home.

Membership of WPA NHS Top Up Scheme

Assistance toward studying costs for appropriate qualifications where required

Skills

Proficient at using Outlook, Microsoft Word and Excel.

Industry experience in a Wealth Management practice

Experience of using Intelligent Office (or similar) and ideally WRAP platforms.

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