Administrative Support Specialist

3 days ago


Metropolitan Borough of Solihull, United Kingdom CleverHR Full time

Role Summary: The Administrative Support Specialist will provide administrative support to the financial planning team at CleverHR. This is an excellent opportunity to join a successful and growing company and develop your skills in financial planning and administration.

You will be responsible for data entry, filing, and record keeping, as well as providing a professional telephone manner to our clients. You will work closely with our experienced financial planners to deliver first-class advice across all aspects of financial planning, including investments, pension planning, and IHT planning.

Requirements: To succeed in this role, you will need a strong interest in pursuing a career in financial planning or wealth management, proficiency in Microsoft Office Suite, particularly Excel, and excellent communication skills.

Salary: £25,000 - £30,000 per annum, depending on experience.



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