A recognised and prominent Wealth Management practice based in the Berkshire area has an excellent opportunity for an experienced IFA Administrator to join its financial planning administration team.
This distinguished Wealth Manager provides holistic financial planning on pensions and investments to its existing, private HNW clients.
The role will see you speaking to current clients, updating them on their products’ performance, handling telephone enquiries, processing new business and conducting follow up calls.
To be considered for the role, ideally you will have had previous experience within an IFA, demonstrating your ability to be proactive in pre and post sales business on behalf of the Advisors.
You will benefit from working in a professional, energetic and well-informed working environment, where you will be encouraged to take qualifications and continually improve your technical knowledge. Full funding towards professional studies will of course be funded by the company.
This position offers, and the firm proactively encourages, ongoing career progression. Perhaps you have thought of becoming a Paraplanner in the future? This is certainly something that our client would be willing to support you with.
This is a superb opportunity for you to work for an organisation that takes the industry very seriously and genuinely cares about its clients. If you believe in the best financial planning advice, then this is the right company for you.
You will be rewarded with a competitive basic salary and comprehensive benefits package, alongside working for a very prestigious company name.
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Financial Services and General Insurance Recruitment