Professional Support
5 months ago
A great opportunity for an IFA administrator in a wealth management firm near Cardiff. A family feel team who value employee well-being greatly. They have recently adopted a 4 day working week, 30 hours, whilst paying full time salaries. The firm are happy to support you in gaining qualifications, if you wish, to give you a great understanding of the industry and give you the ability to progress to a paraplanning position.
The Company:
- A wealth management firm that largely focuses on providing investment and pensions advice
- The firm put the client and staff at the heart of everything they do
- Looking to expand and need an administrator to handle the current workload and support paraplanners and financial planners
The Benefits:
- The salary is up to £25,000 for four days per week (Fridays are always off)
- The firm will help you with the Level 4 Diploma in Financial Planning if you wish
- Biannual discretionary bonuses
- Fully office based role in a friendly and supportive environment
The Role:
- Professional Support duties include checking/updating client files, speaking with clients and supporting new business requests
- 30 hours per week
- Involvement in team meetings to help the business reach it's goals
- Monday - Thursday, 9am - 5pm
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 897432088
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