IFA / Wealth Planning Administrator

Location: Leamington Spa

Salary: £28,000 - £35,000

Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?

Do you find yourself in a situation where:

• You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
• You believe your hard work isn't reflected in your salary and know you deserve
• more?
• You are looking to be a key valued member of the team, supporting the Director of the business?

If so, we may have the perfect opportunity for you!

About the Company/Role:

Our client is a well-established boutique wealth planning practice known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.

In this role, you will:

• Collaborate closely with the Director, providing comprehensive administrative support.
• You will be working in a varied role supporting the Adviser before and after meetings for any preparation and suitability letters
• In the team there are 3 advisers, 1 x administrator and a Practice Manager – so full training and support will be provided.

What We Offer:

Join a company that values its employees and provides superb benefits, including:

• 1 x day home working (designated day - Wednesday)
• A friendly, supportive team environment where collaboration is encouraged.
• The chance to gain more technical admin experience
• A family-oriented culture that promotes work-life balance and employee well- being.

If you are looking to thrive in a company that truly invests in its people and offersfantastic benefits and career opportunities, please apply today!

We’d love to discuss this exciting role with you in more detail.