Location
Reading
Salary
£34,000 - £40,000
Type
Permanent
Workplace
Hybrid
Ref
88116
Recruiter Managing This Role
Join a reputable Wealth Management firm dedicated to building long-term, trusted relationships with clients. The firm fosters a strong sense of community, offering a friendly yet professional working environment.
We have a fantastic opportunity for a Senior role within the Financial Planning Support team. You will work closely with the line manager and one of the company's Directors, gaining exposure to a wide range of services while receiving support for further studies and qualifications.
Key responsibilities include income processing and reconciliation; prior experience with Sage or similar accounting software will be advantageous.
Benefits:
* Hybrid working
* Agile working
* Salary up to £40,000, negotiable
* 5% pension contribution
* 25 days plus bank holidays
* Additional time off around the festive period
* Life insurance options for you and your family
Requirements:
* Knowledge and understanding of FCA regulations
* Strong knowledge of investments and pensions
* Experience with Sage and Intelliflo (preferred)
* Effective written and verbal communication skills
* Professional, proactive, and positive attitude
Apply today to be considered for this Senior Financial Planning Admin role. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. Refer a friend or colleague, and receive £200 if we assist them in securing a new role.
Job titles include: IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison.
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