Technical IFA / Wealth Planning Administrator

Technical IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 - £35,000

Are you an IFA / Wealth Planning Administrator seeking your next career
opportunity?
Do you find yourself in a situation where:
 You desire to work for a family-oriented business that values its employees while
offering excellent benefits and established processes?
 You believe your hard work isn't reflected in your salary and know you deserve
more?
 You are looking to be a key valued member of the team, supporting the Director
of the business?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established boutique wealth planning practice known for its
caring and friendly approach to both clients and employees. This supportive
environment ensures that everyone feels valued and included.
In this role, you will:
 Collaborate closely with the Director, providing comprehensive administrative
support.
 You will be working in a varied role supporting the Adviser before and after
meetings for any preparation and suitability letters
 In the team there are 3 advisers, 1 x administrator and a Practice Manager - so
full training and support will be provided.

 What We Offer
Join a company that values its employees and provides superb benefits, including:

 A friendly, supportive team environment where collaboration is encouraged.
 The chance to gain more technical admin experience
 A family-oriented culture that promotes work-life balance and employee well-
being.
If you are looking to thrive in a company that truly invests in its people and offers
fantastic benefits and career opportunities, please apply today! We’d love to discuss
this exciting role with you in more detail.