PA/Administrator to Financial Adviser - Wealth Management Firm - Wokingham - £35k - £45k

PA/Administrator to Financial Adviser - Wealth Management Firm - Wokingham - £35k - £45k

Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client are based in Wokingham, I have met them and placed 7 staff within the business in 2022 & 2023. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business. They offer advice to working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever moving into 2023 with 150+ clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive.

They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had. They have ambitions to expand the business greatly over the next 2 years by doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their jobs to the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.

My client is creating a brand-new role within the business for an established Executive Assistant who has experience working in an independent advice firm. The successful candidate work on a 1-2-1 basis with the main Adviser who is also the Director. The Directors can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential. My client are looking to offer between £35k - £45k basic salary + bonus.

If this role sounds of interest or any other roles I am working on please get in touch.