Integrity365

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 financial planning team in our new office premises in Flackwell Heath, High Wycombe. Please note that this is a financial planning specific administration position, so experience in financial services, wealth management, client servicing and independent financial advice is essential. The role: Integrity365 is currently looking to expand our team of office-based financial planning administrators to support our Independent Financial Advisers (IFA). 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, Essex, 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. 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.

As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath). The role: Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers. This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided. We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh. About us: 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 their 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. A great team to work with! To Apply: If you ve had at least three years experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV. Schedule: Monday to Friday Work Location: Bristol Head Office Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY