Senior Financial Advisor Assistant
2 weeks ago
Are you an organized and detail-oriented individual looking for a new challenge? We are seeking a Senior Financial Advisor Assistant to join our team at Recruit UK Ltd. in Market Harborough, Leicestershire.
This role involves supporting our senior financial advisors with day-to-day tasks, ensuring the smooth operation of our financial planning services.
Your Key Responsibilities:
- Provide administrative support to senior financial advisors.
- Maintain accurate and up-to-date records of clients and their portfolios.
- Assist with the preparation of reports, presentations, and other materials as required.
- Develop and maintain strong relationships with clients, internal stakeholders, and external partners.
Why Join Us?
- Estimated salary: £26,500 - £33,250 per annum (dependent on experience).
- Hybrid working arrangement.
- Early finish on Fridays.
- Birthday off.
- Bonus scheme.
- 5% matched pension contribution.
- Generous sick pay.
- Flexible home and office working.
- Group death in service.
- Group Income Protection.
- Assistance with future examinations.
- Generous holiday allowance.
Requirements:
- 1 year's experience in a financial planning administration role.
- Excellent communication skills, both written and verbal.
- Good telephone manner.
- Team player with strong interpersonal skills.
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