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Supporting Financial Advisor

1 month ago

StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time
We are seeking a skilled Supporting Financial Advisor to join our team at Uniting People. As a key member of our financial services department, you will be responsible for supporting a Financial Advisor in delivering high-quality financial and tax planning services to clients. Your primary focus will be on researching and analyzing data, creating reports, and communicating with clients. The successful candidate will be highly organized, detail-oriented, and able to work independently in a dynamic environment.

We estimate that the salary for this position will be around £30,000 - £40,000 per annum, depending on experience. This is a fantastic opportunity to join a growing firm and develop your skills and knowledge in the financial services industry. If you are a motivated and dedicated individual who is passionate about delivering exceptional client service, we would love to hear from you.