Job Information

A highly reputable boutique IFA firm are looking to add a competent and experienced administrator to their offices in Leamington Spa.

Essential criteria as follows:

• 2 years' experience within Financial Services (preferably at an IFA)
• Knowledge of Financial Advice practices and regulation
• Experience of report writing, data input and a strong background within Sales Support
• Preferably studying towards, or prepared to study towards DipFA
• Positive attitude, organised and strategic mindset


This company are growing exponentially and with this will come organic opportunities for progression.

The right individual will be able to truly grow into the role and could move into paraplanning later down the line.

Due to the high-calibre of candidates required for this position, those without the relevant criteria need not apply.

If you are interested and fit the role description please apply within and one of our consultants will be in touch.