Senior Wealth Management PA

IFA Administrator - Bath, South West England

Ref: 767Wednesday 29 June 2022

£25,000 - £35,000

We are an award-winning Chartered independent financial planning practice with 6 offices across the UK.

 

We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success.

 

The Vacancy

 

We are hiring for a Senior Wealth Management PA to join our Executive team.

 

In this role you will be responsible for providing comprehensive support to our Senior IFA team, providing 1 on 1 PA support and be a point of contact with our UHNW clientele.

 

The Development Opportunities

 

We offer all employees structured career progression pathways. Many of our senior management team started at ground level and have grown with us.

 

The Benefits

 

Salary up to £35,000

Hybrid Working

25 days annual leave (increasing with service to 28 days) plus bank holidays

Life Assurance x 4

5% Employer Pension Contribution

PMI with Bupa

Income Protection

Company Funded Cash Plan

Discounted Benefits (Gym Memberships, Smart Watches, Cycle to Work Scheme etc.)

Regular Social Events (Pub Quizzes, Summer and Winter Parties, Day at the Races, Bowling etc.)

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