Financial Planning Administrator

Due to a long-standing employee planning their well-deserved retirement, an exciting opportunity has arisen within Integrity365 for a talented IFA Administrator to join our team in our new office premises in Flackwell Heath, High Wycombe. Considering making an application for this job Check all the details in this job description, and then click on Apply. Please note that this is a financial planning position, so experience in financial services, wealth management and independent financial advice is essential.

The Role Integrity365 is 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 an exceptional client experience.

About Us We are proud to advise individuals, families, business owners, farmers and corporate organisations throughout the UK. From our founding in 2020 in our rural Dyrham-based office, just outside of Bristol, Integrity365 has since gone from strength to strength. Our Independent Financial Advisers operate throughout the UK, with administrative hubs across Bristol, High Wycombe, London, Inverness, Helensburgh, and Arbroath. 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 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.

Salary Dependent on experience.

We Offer A competitive package and benefits. xlqdzyr A great team to work with!

To Apply If you’ve had at least three years’ experience within a busy financial planning administration team, and have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV