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Wealth Administrator

2 months ago

Chester, United Kingdom Heat Recruitment Ltd Full time

About the Role:

This is an exciting opportunity for an experienced IFA Administrator to join a leading financial planning and investment company as a vital part of the financial planning process. The successful candidate will support several highly successful advisers and their high net worth clientele.

About the Company:

The company is a market leader in the industry, providing a wide range of services to private clients, corporations, high net worth individuals, and financial services professionals across the UK. With over 30 years of experience, they have an excellent reputation within the industry and are committed to supporting their clients' financial planning and investment needs.

Key Responsibilities:

  • Supporting several highly successful advisers and their high net worth clientele
  • Providing administrative support for the financial planning process
  • Dealing with a range of clients and confident in the processes involved in an Administrator role
  • Strong communication skills and ability to work in a team environment

What's on Offer:

  • Parking onsite
  • Discretionary Annual Bonus
  • 10% Employer Pension Contribution
  • Private Medical Insurance
  • Life Assurance
  • Annual Leave – minimum of 25 days
  • Additional days off at Christmas
  • Discounted gym membership

Requirements:

  • Previous experience within Financial Planning in an IFA Administrator support role
  • Understanding of the full financial planning & corporate advice process
  • Strong communication skills and ability to work in a team environment

What Next:

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.