Technical Assistant

6 months ago


Bedford, United Kingdom The Curve Group Full time

WSFP Technical Assistant Advert ** HYBRID** part-time (c.30 hours)

Based in the beautiful Bedfordshire town of Ampthill - this is an excellent opportunity for a technical administrator (financial planning, wealth management) to join a small well-established Financial Planning company.

The role touches on all parts of the client journey from initial onboarding through to drawdown.
- Opportunity for growth through to Paraplanner status if desired - with exams paid for
- Flexible working arrangements (part-time)
- 20 days holiday plus Christmas week off (paid) + bank holidays (pro-rata)

The Technical Administrator role may be broken down into five key parts:
A. Preparing and maintaining the client file

B. Preparing recommendations

C. Implementing recommendations

D. Reviews

E. Business Processes

The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with.

Our full Privacy Policy is available at

Reference ID: PR/018918

**Job Types**: Part-time, Permanent

**Salary**: £22,000.00-£27,000.00 per year

Expected hours: 25 - 30 per week

**Benefits**:

- Company events
- Company pension
- Financial planning services
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Wealth Management: 5 years (preferred)
- Administrative experience: 7 years (preferred)

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Bedford, MK45 2AX (required)

Work Location: Hybrid remote in Bedford, MK45 2AX

Reference ID: PR/018918


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