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Financial Planning Assistant

2 months ago

Brierley Hill, Dudley, United Kingdom Medlock Partners Full time

We are proud to be a leading firm of Independent Financial Planners, Medlock Partners, who are currently experiencing a period of growth due to our ongoing success. As a result, we are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant.

The successful candidate will be responsible for providing administrative support to our top-performing Financial Planners, working in a family-oriented and vibrant working environment. Our company values diversity and encourages applications from candidates of all backgrounds and circumstances.

The key responsibilities of this role include:

  • Providing administrative support to Financial Planners, including data entry, record keeping, and client file management.
  • Using our back office systems to accurately update client files and allocate documents to relevant files.
  • Assisting with pension research and providing administrative support for our clients.

We offer a competitive salary, a fully funded pension scheme, and a range of benefits, including early finish on Fridays and hybrid working after probation. If you are a motivated and organized individual with excellent communication skills, we would love to hear from you.