Our client is one of the leading UK independent financial planning firms, who have a national presence and provide exceptional advice to their clients. Due to company growth, they are now looking for likeminded individuals to join their IFA Administration team.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!

What you'll be doing:

• Provide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings
• First point of contact for client queries and resolutions of any issues
• Onboarding new clients to the company and following new account opening processes
• Staying up to date with FCA requirements and Compliance Policies

What you need to apply:

• Proficient experience with administration in a wealth management environment
• Strong understanding of Microsoft Office Suite and back-office systems such as Intelligent Office
• 2+ years industry experience within the wealth management sector or financial services
• Working towards industry relevant qualifications such as DipPFS

What's in it for you?

• A basic salary of up to £30,000 dependent on experience and qualifications
• Social opportunities throughout the year
• Amazing benefits package which includes bonus, flexible working, insurances, generous holiday & pension
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!

Please hit apply or contact Dan directly!

Daniel@enable-recruitment.co (Just .co!)