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Financial Planning Assistant
3 weeks ago
This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner Assistant with a salary of up to £29k, depending on experience.
The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial administration team.
**The Role**:
- Providing administrative and technical support to the financial planners
- Being the main point of contact for clients and maintaining a high level of client service
- Constructing suitability letters, processing new business and completing meeting preparation
**Required Skills and Qualifications**:
- Previous experience in Administration and financial services.
**The Benefits**:
- The salary is up to £29k
- Office based role in Carlisle
- Qualification support
- Progression available into other roles within the company
- Life insurance, income protection, pension scheme, sick pay etc
- 21 days holiday plus bank holidays, plus an additional day for every year of service
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£29,000.00 per year
**Benefits**:
- Life insurance
- Sick pay
Schedule:
- Monday to Friday
- No weekends
Application question(s):
- Do you have administration experience in financial services?
- Are you able to reliably commute to this job's location?
Work Location: In person
Reference ID: 10275272561
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