Stamford - £23k - £25k depending on experience
About the Role:
We have a fantastic Financial Administrator opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services.
My client is a reputable Financial practice with a successful history providing fully independent financial advice to clients.
They have built a growing client base and due to further expansion have a requirement for an IFA Administrator to join their close knit team.
Key Responsibilities:
Provide administrative support to financial advisers.
Ensure compliance with FCA regulations and company policies.
Assist in managing client documentation and financial records.
Maintain high attention to detail, ensuring accuracy in all administrative tasks.
Support wider office operations and contribute to a professional, collaborative environment.
What We’re Looking For:
Previous experience in an IFA office is highly desirable, though full training is provided.
Strong analytical skills and a keen eye for detail.
A committed and enthusiastic individual with a flexible approach to work.
Knowledge of FCA regulations is an advantage.
Ability to work independently and within a close-knit team.
Why Join Us?
Employee-Owned Company with opportunities for long-term career progression.
Work in a friendly, relaxed, and professional environment alongside highly experienced industry professionals.
Competitive salary and benefits package.
Full training and support to develop your skills and expertise in wealth management.
Apply Today!
If you are looking for a rewarding career in financial administration with room for growth, we’d love to hear from you. Apply now and take the next step in your professional journey!
This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency.
RecruitME is committed to equal opportunity and diversity and embraces applications from all sections of society, regardless of sexual orientation, race, age, gender identity, sex, disability, marital status, religion, or belief.
RecruitME is also committed to working alongside veterans and ex-servicemen and women.
This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency.
RecruitME is committed to equal opportunity and diversity and embraces applications from all sections of society, regardless of sexual orientation, race, age, gender identity, sex, disability, marital status, religion, or belief.
RecruitME is also committed to working alongside veterans and ex-servicemen and women.
