Wealth Management Administrator

IFA Administrator - Cambridge, East England

Ref: 131Thursday 19 May 2022

£21,500 - £24,500

A Chartered Financial Planning Practice in Cambridge are currently expanding due to their continued success.

They are now seeking a Wealth Management Administrator to join their team. The successful candidate will work closely with the Paraplanners and Advisers within the business providing a bespoke service to UHNW clients.

Benefits:

  • Salary £24,500 DOE
  • Annual Staff Bonus Scheme
  • 4 x DIS
  • Company Pension Scheme
  • Group Income Protection
  • Private Medical Insurance
  • Dental cover
  • Personal Training and Development Support

 

What is required?

  • Any exams taken towards the Level 4 Diploma in Financial Planning would be beneficial
  • Proven administration experience within a Financial Planning practice
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