At a Glance
- Tasks: Support the Founder/Lead Adviser and assist with client-facing and administrative tasks.
- Company: Exciting new Financial Advisory firm with a vibrant office culture.
- Benefits: Competitive salary, company bonus, mentorship, and potential for remote work.
- Other info: Join a small, dynamic team and work towards becoming an Adviser.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Interest in Financial Planning and some experience in Financial Services preferred.
The predicted salary is between 27000 - 27000 £ per year.
A brand-new Financial Advisory firm set up within a large network of Advisers is looking for a junior or entry level candidate who has a keen interest in Financial Planning. The role is to support the Founder/Lead Adviser as an Assistant, and also help you take exams towards the LIBF qualification. They are a small team of 4 people and share a centrally based office space in the City with a couple of other practices, so there is always an office buzz and great working culture.
You will provide client-facing & administrative support to the Adviser, and receive mentorship and training. The role will initially be to work within an Administrative capacity with the help of the company Founder, then it will lead into a client-facing role in time. You have the opportunity to eventually become an Adviser so this is a brilliant opportunity for someone ambitious and keen to join a small but growing practice.
This is an ideal role for someone who has a small amount of Financial Services knowledge and is keen to further their experience, or someone who may be entry-level but have already started with Financial Planning exams (CII or LIBF). As part of a small business, anything you can do to help the team will be helpful! There will be plenty of opportunities to develop your career in the financial advice industry.
What’s needed to be considered?
- Previous experience working within Financial Services is ideal
- A keen interest in Financial Planning
- Any exams towards CII or LIBF qualification will be highly desirable
- Excellent communication, interpersonal and organisational skills
- Experience using IT Systems and Software
Wealth Assistant employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
