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An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.
This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.
The main duties of this role include;
* Support Chartered Financial Planner with client support and administration
* Offer preparation support for client meeting prep, client enquiries, fund switches, Valuations and new business
* Update systems and client records
* Deal with providers and 3rd parties
Candidate requirements;
* The ideal candidate will have a background supporting Financial Planners with back office duties.
* The ability to work independently, be organised and prioritise workloads
* Industry qualifications are desirable but not essential
Development available if you wish to progress within the industry or complete industry related qualifications.
A competitive salary and company benefits are linked with this opportunity.
Salary £25-35k with home and office hybrid working.
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