Location: Lincoln

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services/wealth planning? Do you have a transferable skill set from working in other areas of financial services, with exposure to administration and customer service?

Our client, a well-established company is looking for an IFA Administrator / Wealth Planning Administrator to join their practice and become a valued member of their friendly and supportive team.

Due to continued success and growth, they now need a friendly and confident individual to provide administrative support to the team and be the first point of contact for clients.

Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment.

This vacancy offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.

Key attributes to be successful within the role:

  • Strong work ethic
  • Good telephone manner
  • Experience of dealing with customers both written and verbally
  • Thriving within a busy varied role
  • Can do attitude
  • Team player but also self-motivated and able to work on own initiative
  • Keen to learn and develop skills to ensure develop best competency within the role
  • Organisational and prioritisation skills
  • Strong attention to detail.


If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.


Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.