Ifa Administrator

2 weeks ago

Wokingham, United Kingdom Financial Divisions Full time

**IFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35k**

Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valleywho I have met and placed 3 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections.

My client is creating a brand-new role within the business for an established Financial Administrator/Personal Assistant with a background in an wealth management or similar. The role will be office based and supporting the MD with all his affairs and clients.This will be a mix of IFA Administration and Personal Assistant duties. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential.My client are looking to offer between £30k - £35k basic salary.

If you are working within a Private Client Wealth Management administration role, then my client would like to talk to you. If this role sounds of interest or any other paraplanner roles I am working on please get in touch. For more details please contactPeter Fozard at Financial Divisions.

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