Financial Services Assistant

2 weeks ago


Sheffield, Sheffield, United Kingdom Oliver King Consulting Limited Full time

Thank you for taking the time to read about this opportunity with Blue Wealth Capital.

  • Are you one of the most organised people you know?
  • Do you have meticulous attention to detail?
  • Is helping people important to you?
  • Do you prefer working in a small team rather than being just a number?

If you've answered yes to the above, please read on to find out more

We're excited to be working for the first time with Blue Wealth Capital Limited, an award- winning financial services company that helps people plan for a secure future.

They're looking to grow their team this year, and are keen to find a Financial Services Assistant to support Raj, the lead Adviser and MD in all aspects of the day to day running of the office and services provided.

This is a full-time role (we're open to it being part-time of 25 hours) that offers flexibility with regards to working hours.

If part-time, we're open to discussing your ideal working pattern. Balance in life is important given the clients they're working with, and this extends to the team.

As a new role, everything that you do will centre around helping people feel secure that they'll be able to enjoy their retirement.

This role will grow as you are onboarded into the practice, but you can initially expect a typical day to look something like this...

  • Arranging appointments and managing Raj's diary (and Raj ?? to make sure he achieves what he sets out to within the week)
  • Preparing meeting packs for Raj's appointments
  • Liaising with Raj post client meeting completing any post meeting client forms, dealing with client update and inputting data on and updating internal systems
  • Chatting to clients when needed
  • Ongoing management of the practice data systems

Full training will be provided, both via Raj and also via the providers, so previous experience and interest in financial services is useful rather than essential.

This really is a role that the right person will make their own

We look forward to having a chat in the first instance over Teams, please apply answering the initial application questions for us to get this booked in

The initial question to answer within your cover letter are..

  • What are you currently doing and why are you looking for something new?
  • What has attrtracted you to this role and Blue Wealth Management?


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