Advisory Support Officer
7 days ago
A career opportunity exists at a reputable, Chartered Financial Planning firm based in the North West of England. This well-established organization has provided exceptional services for over 20 years.
As a key member of a dynamic team, you will assist in delivering comprehensive financial planning solutions for clients. Key responsibilities include:
- Managing incoming calls and ensuring timely responses.
- Supporting with reports and administrative duties as needed.
- Liaising with financial planners to organize client meetings.
- Maintaining accurate client records and data entry.
- A strong background in financial services is crucial for success in this role.
- Familiarity with financial systems is necessary.
- This opportunity offers a chance to work within a talented team delivering high-quality financial services.
The annual salary for this position is approximately £30,000, reflecting the importance of experience in the sector.
This role includes a comprehensive benefits package including:
- Annual leave entitlement increasing with service time
- Pension scheme membership with complimentary financial guidance
- Sick leave provisions
- Parental leave benefits
- Work-life balance flexibility
- Company-sponsored social activities
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