Financial Advice Administrator
6 months ago
**We close for the entire Christmas period. Full-time and part-time hours available. Standard office hours only. Opportunity to progress if you wish (including fully paid for qualifications). Salary negotiable dependant on experience.**
We are a growing Financial Planning and Wealth Management firm with a friendly and relaxed office culture. We aim to provide the highest standard of financial planning advice to clients throughout the Wrexham area and beyond. You will be working in a small but growing team and will have the opportunity to progress if you wish.
**Job description**
- Ensuring the smooth running of the office
- Building relationships with clients, and being the first point of contact
- Conducting research into existing policies
- Dealing with investment and product providers
- Managing the diaries and time of the directors
**Who we're looking for**
- No previous experience in a financial setting is required but experience working in a busy office is essential - ideally with customer/client facing duties. Full training will be given.
- Confident telephone manner. This will be a friendly and conversational approach when dealing with a client. However, the ability to be confident and firm with product providers is required.
- A strong eye for detail is required when conducting research into existing financial policies.
The office is within walking distance of Wrexham train and bus stations, and is 30 seconds from the B&Q junction of the A483.
**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 16-37 per week
**Salary**: £23,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Free parking
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
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