Adviser Assistant - Chartered Wealth practice

My client is an award winning, Chartered Financial Planning practice, with a friendly but professional office environment, giving bespoke advice to their clients. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Chorley office.

You'll be supporting the Financial Planners, dealing with new business admin, client suitability reports, client queries and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience with Pension/Insurance benefits, Holiday entitlement & being supported with further progression/exams, in this sought after opportunity! Hybrid working is on offer after a probation period!

Ideally you'll have 2 years experience within administration in an IFA/Financial Planning office, working towards Level 4 Diploma, attention to detail, a good communicator and to be able to work within a professional, successful, Chartered Financial Planning team would be key, within this opportunity.

Click and apply ASAP, as a short list is being drawn up for interview