Our client is a leading provider of accountancy and financial services in Dorset, providing a trusted and valued service to individuals, businesses, and charities. Their financial services arm is the most profitable arm of the business and employs 18 dedicated and driven team members to deliver a highly individual and tailored service to each client. Most of the clientele are 'HNW’ or 'UHNW’ and require the lifestyle and wealth planning expertise. The company has a strong, local reputation and provides a fantastic working environment to build a rewarding career.
The successful candidate will be an experienced financial services administrator with at least one years’ recent experience of working within an IFA or wealth management environment. The candidate is going to need to be able to 'hit the ground running’; existing experience of using 'Avelo’ or 'IRESS’, industry knowledge, product, and service knowledge including the use of wrap platforms such as Transact would be seen as an advantage, but training will be provided if needed.
The role would really suit a driven individual with a good work ethic and desire to achieve within their role. The team are hard-working and enjoy each other’s company and working relationships and the company will really dedicate themselves to supporting you. The salary is £18,000 - £24,000 per annum and you will be in line to receive additional incentives and employee benefits.
Contact Keely Parsons at Recruit UK to discuss this opportunity, or other support roles within Financial Services on 01179-170416