The Company: Regional IFA business based in Brighouse looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing advisers. Both part-time and full-time applicants to be considered:
* Office Location: Brighouse, Huddersfield
* Hybrid/Home Working: 100% office-based
Package: £25-27k DOE + discretionary bonus and full company benefits
* Benefits: 4% pension, 4xDIS, 23-days holiday + stats & full study support to Diploma via the CII
* Bonus: Discretionary, paid annually
The Role: Admin support rolesupporting two IFAs from a technical administration and business processing perspective. Duties include:
* New business processing
* Preparing client review pack for client meetings
* Obtaining quotations/valuations
* Dealing with product providers and managing relationships accordingly
* Assistance with client business development and relationship management
The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused environment:
1. Essential: 2+ years industry experience within financial services
2. Preferred: A career administrator happy at...