Protection Associate
2 months ago
Job Advert
Protection Associate
This is a brilliant opportunity for a highly driven and motivated individual to work alongside our in-house Protection Adviser within a fast-growing wealth management company. The role is diverse, and the responsibilities range from providing support to the Protection Adviser, as well as clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond.
Job role and responsibilities
- Attending the office, a minimum of two days per week
- Provide administrative support to the Protection Adviser
- Arrange and attend client meetings.
- Write meeting summaries and actions.
- Support the completion of meeting actions.
- Work with the Adviser Support Team to ensure all suitability letters and compliance requirements are completed accurately and timely.
Professional Qualifications and Required Qualities
- A desire to improve technical knowledge and study towards the relevant qualifications
- 3 years’ experience in an administrative role
- Professional, friendly and approachable manner
- Attention to detail with absolute precision
- Strong organisation skills, with the ability to manage high workloads and prioritise appropriately
- Excellent communication skills and stakeholder management
Remuneration and Benefits:
- Competitive Salary
- 24/7 GP App
- Cycle & Tech Schemes
- Company-issued Tech
- Hybrid working
- Enhanced Pension after the qualifying period
- PMI with Bupa after a qualifying period
- Cash plan with BUPA after the qualifying period
- Ad-hoc incentives
- Birthday Lie in
- SJP ISA
- Perkbox
- Wagestream
- Charity Volunteer Day
- Family Friendly Benefits
- Gym and active discounts
Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
If you require any reasonable adjustments, please let a member of staff know.
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