*Senior Financial Administrator - Chartered IFA
*City of London offices (near Cannon Street station)
*£35k - £40k basic salary plus benefits package
*Office based to begin with then 3 days in office , 2 days WFH
My client is a Chartered wealth planning business with offices across in the City of London (nearest train station is Cannon Street) who have been operating for many years with significant financial backing. I have met the Directors and placed 5 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 70 staff with full administrative and paraplanning teams who support the advisers in a smooth and effective advice offering to their clients.
A vacancy has come available for a Senior Financial Administrator with at least 2 years of experience in financial services (ideally wealth management) who can administer all the necessary client services and back-office administration from start to finish. You will report into a Team Leader/Manager, and you will work in a team of other administrators. Experience using Intelligent Office is highly advantageous, but full training will be provided.
You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £35k - £40k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader.
Contact Peter Fozard at Financial Divisions.