Financial Services Administrator
2 weeks ago
This is an exciting chance for an experienced individual to join a growing Independent Financial Advisory firm in the North West.
You will be part of a team of like-minded professionals who work collaboratively and support each other's growth and development.
The role involves undertaking administrative duties to support Financial Advisors and Paraplanners in providing high-quality financial planning services to clients.
The company offers support towards industry exams, including paying for study materials, the first exam entry, and providing time to study.
Requirements- 12+ months' experience as an IFA Administrator
- Experience of using Intelligent Office, Genovo, or Dynamic Planner would be beneficial
- Individuals holding or working towards a Level 4 Diploma in Financial Planning would be beneficial
This long-established Independent Financial Advisory firm is growing rapidly and is looking for an ambitious individual to join the team.
The business has a strong upward trajectory and continues to achieve record-breaking performances.
Benefits- Salary of £25,000 - £28,000 depending on experience
- Annual bonus based on team performance, Royal London pension, and 4x DIS after 12 months
- 23 days holiday, plus birthday off and bank holidays
- Potential to receive 1 extra day off every month (based on TOIL arrangement)
- 35 hour working week with 9am - 5pm, Monday to Thursday and 9am - 4pm, Friday
- Fee-Free Financial Advice, including mortgages and insurance
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