Chartered Financial Operations Assistant

13 hours ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

A leading UK-based Chartered Financial Planning firm seeks a highly organized Administrative Support Specialist to join their forward-thinking team. With a long history of delivering exceptional services, they prioritize creating a positive work environment and offering rewarding benefits.

The ideal candidate will work closely with a talented group of professionals to provide tailored financial planning solutions to clients, including key responsibilities such as:

  • Efficiently handling incoming calls and inquiries.
  • Supporting with reporting and administrative duties.
  • Collaborating with Financial Planners to organize and prepare client meetings.
  • Maintaining precise records and data entry.
Essential Qualifications
  • A background in the Financial Advisory sector, showcasing a deep understanding of organizational operations.
  • Familiarity with financial processes is vital for this role.
  • This compelling opportunity offers a competitive remuneration package including:
    • Incremental annual leave entitlements
    • Pension scheme access with complimentary financial advice
    • Company sick pay
    • Support for parental leave
    • Balanced work-life flexibility
    • Participation in company events

This role presents a unique opportunity to contribute to delivering premium financial services within a dynamic team environment. If you have the necessary skills and experience, we welcome your application.

Estimated salary: £35,000 per annum based on experience.



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