Job Description

I am currently recruiting for an experienced Financial Administrator position for a top Wealth Management firm based near Skipton. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, IHT and Life advice.

You will provide administrative support to one of the Directors of the business which will include all aspects of pre and posts advice admin, some basic report writing, diary management and client correspondence.

A market leading salary, excellent benefits package and a fantastic working environment are on offer alongside monthly and yearly individual bonus which can add up to an extremely large additional lump sum per annum.

Required Knowledge, Skills, and Abilities

The ideal candidate MUST HAVE previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organized, be able to work autonomously and ideally have some industry qualifications with a view to attaining more of these (full support will be given in this respect).