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Senior Financial Advisors Administrator/ifa

3 months ago

Salisbury, Wiltshire, United Kingdom Financial Divisions Full time

My client, are a Chartered wealth planning practice with offices in Bath who have been offering financial advice to their private clients for over 20 years.

They have an excellent reputation providing the highest levels of financial advice to High Net Worthprivate clients who are a mixture of business professionals, retirees, accumulators and families.

They offer advice on pensions, investments, tax planning, IHT planning, protections and more complex advice such as VCT & EIS.


Due to a growing number of new enquiries coming into their inboxes through referrals and recommendations an array of brand-new vacancies have been created by the Managing Director for a senior, experienced IFA Administrator with previous experience of workingwithin an IFA or Wealth Management practice.


You will be working in a support role to a team of paraplanners and IFAs and be allocated cases to work on based upon your experience levels.

You may even be allocated a specific adviser to support allowing you to build a solid working relationship.

Youwill take ownership in managing the production of documentation, reports and correspondence for clients, interacting with external service providers to ensure that the business' clients' needs and wants are met.

Salary up to £40k (based on experience) + bonus

Full study support towards diploma in Financial Planning (should you wish to pursue this line of education)

25 days holiday + bank holidays

Benefits:
DIS, Medical Cash Plan