At a Glance
- Tasks: Support Independent Financial Advisers with administrative tasks and client interactions.
- Company: Integrity365, a trusted financial advisory firm with a focus on integrity.
- Benefits: Competitive salary, great team environment, and professional growth opportunities.
- Other info: Offices located in High Wycombe and Bristol, fostering a people-first culture.
- Why this job: Join a dynamic team and help clients navigate their financial journeys.
- Qualifications: 3+ years in Financial Services Administration and knowledge of Intelliflo.
The predicted salary is between 27000 - 33000 £ per year.
Integrity365 are currently looking to expand our team of office-based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
We are recruiting individuals for roles in our offices based in the High Wycombe and Bristol areas.
About us: Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust. At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan. Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
We offer:
- A competitive package and benefits.
- A great team to work with!
To Apply: If you’ve had at least three years’ experience within a busy Financial Services Administration team, have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV to communications@integrity365.co.uk.
IFA Administrator in High Wycombe employer: Integrity365
Integrity365 is an exceptional employer that prioritises a supportive and collaborative work culture, making it an ideal place for Paraplanners to thrive. With a commitment to professional excellence and a holistic approach to financial planning, employees benefit from competitive packages, opportunities for growth, and the chance to work alongside highly qualified Independent Financial Advisers in the vibrant setting of High Wycombe. Our ethos of 'people ahead of process' ensures that both clients and employees are valued, fostering a rewarding environment for meaningful career development.
