Support Assistant for Financial Planners
6 days ago
About You
We are seeking a motivated and organized Financial Planning Administrator to join our team at David Smith Financial Services. As a Financial Planning Administrator, you will be responsible for providing administrative support to our Partners, Financial Planners, and Paraplanners, working with them to deliver a high-quality service to our clients.
You will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial planning services. Our team is collaborative, fast-paced, and focused on achieving outstanding results.
We are looking for someone who is proactive, organized, and has excellent administrative and customer service skills. If you have experience working in a professional services environment, preferably in financial services or a highly regulated industry, we would love to hear from you.
Job RequirementsTo be successful in this role, you will need to have:
- Previous involved administrative experience gained in a professional services environment (financial services or similarly regulated) - Financial Planning experience would be preferable but is not essential
- An aptitude for technology and competency with MS Office programmes
- Excellent administrative and customer service skills
We offer a competitive salary, ranging from £30,000-£40,000 per year, depending on experience, plus a range of benefits, including:
- 34 days holiday (including bank holidays and 3 days holiday between Christmas and New Year)
- Early finish on Fridays
- 8.5% employers' contribution pension
- Life insurance
- Private medical insurance
- Income protection benefit
- Ongoing professional training and development
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