Administrator

3 weeks ago


Royal Tunbridge Wells, United Kingdom Armstrong Wealth Ltd. Full time

**About us**

We are client focussed Independent Financial Advisers. We invest in market leading technology and systems to deliver an exempary service.

We blend private banking and financial planning experience to deliver a range of services incuding Mortgages & Protection, Investments and Pensions and also offer a Private Office service with Private Banking links for wealthy private clients.

As a family business with long-standing client relationships we want to work with like minded serivice oriented people to build the best Wealth Management Team that we can.
- Intelligent office / Intelliflo
- Cash-Calc
- FE Analytics
- Genovo

Experience with the following is essential
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

Responsibilities will include
- Be the first port-of-call for our Wealth Managment and Financial Planning clients
- Take and handle or redirect telephone calls from clients and 'supplers'
- Arrange and prepare for client meetings
- Provide support to the organisation's business operations.
- Maintain accurate records of all client interactions and plans
- Prepare reports and review documents for client review meetings

Please note that £25,000 per annum is the Full Time Equivalent salary for this role and that the annual income for 24 hours per week is £16,000.

**Job Type**: Part-time
Part-time hours: 24 per week

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Royal Tunbridge Wells: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

Work Location: One location

Reference ID: ARM-2023-04 A
Expected start date: 01/05/2023

Flextime


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