Administrative Support for Financial Services
4 days ago
We are looking for a skilled Financial Planning Assistant to join our team at Anderson Wright Consulting. In this role, you will be responsible for supporting our financial advisers in delivering exceptional client service.
Main Responsibilities
* Assist in the administration of financial plans and investment proposals
* Manage client files and records, ensuring accuracy and confidentiality
* Process account applications, transfers, and other paperwork in a timely manner
* Develop and maintain strong relationships with clients, colleagues, and external partners
* Stay up-to-date with industry developments and regulatory requirements
What We Offer
We provide a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary of £22,500 - £28,000 per annum. Our benefits package includes health insurance, pension scheme, and 20 days annual leave.
Your Background
To succeed in this role, you will need to have excellent administrative skills, strong communication skills, and experience working in a similar role within the financial services industry.
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