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Job Location | Wokingham |
Education | Not Mentioned |
Salary | £30,000 - £45,000 per annum, negotiable, inc benef |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Financial Administrator - Wealth Management Firm - Wokingham - Basic salary £30k - £45k with bonuses and full study supportMy client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 7 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and someProtections to families, City professionals, accumulators, retirees and SME owners across the M4 Corridor and the Thames Valley.The Advisers are generating lots of new business via their unique Lead generation system and lots of introducers are passing on new business to them. The business has no aspirations to be acquired by a large IFA firm or sell the business. The Directors arenot due to retire for another 20 years. They plan to grow the business from c.20 to 50 staff over the next 5 years organically and gain Chartered status. Servicing their clients with genuinely personable financial planning services is key to their success.As a result of this my client is creating 2 brand-new roles within the business for an established Financial Administrators. The role will be supporting 3 established Advisers working with HNW clients. You will ideally have knowledge of Intelligent Officeand preferably a number of platforms. If you have used either of the below then this is advantageous (Transact/Royal London/Aviva/AJ Bell). My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure includingpensions, death in service and very substantial earning potential. My client are looking to offer between £30k - £45k basic salary.If you are working within a Private Client Wealth Management administration role, then my client would like to talk to you. If this role sounds of interest or any other paraplanner roles I am working on please get in touch. For more details please contactPeter Fozard at Financial Divisions.