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 with Pension/Insurance benefits, Holiday entitlement�& being supported with further progression/exams! Hybrid working is also 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!