The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients. Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business. As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience. You will also have the opportunity to progress and will be supported with studying for professional exams if you choose to do so.
The Person:The successful Senior Administrator will have experience of working in the financial services sector in an involved support capacity and will have exceptional organisational, administrative and customer service skills, which will combine to result in the effective and efficient delivery of a market leading financial planning service. Experience of working in the financial planning / financial advice sector would be beneficial but is not essential for the right candidate, as training and support will be provided.
Salary and Benefits: up to £40,000 (dependant on experience) plus an exceptional benefits package including flexible/hybrid working + 27 days holiday (23 days + birthday ...