Senior Support Role in Financial Planning
15 hours ago
About This Opportunity:
We are a leading company in the financial services industry, offering a range of exciting opportunities for talented individuals like you.
Job Description:
In this role, you will be responsible for supporting our experienced financial advisers and contributing to the delivery of high-quality financial planning services to our clients.
Key Responsibilities:
- Support experienced financial advisers in administering financial plans and investment proposals
- Maintain, set up, and update internal client files and records
- Process account applications, transfers, and other paperwork accurately
- Manage administration tasks on back-office system software efficiently
Requirements:
- A minimum of 2 years' experience working as a Financial Planning Assistant
- Previous experience using Intelligent Office is advantageous
- Excellent communication and telephone skills are required
- Strong attention to detail and ability to work independently or as part of a team
Package Details:
- Annual salary: £25,900 - £28,800
- Flexible working hours from Monday to Friday, 8 hours a day between 8am-6pm
- Opportunity to work one day from home after full training
- Company pension scheme
- BUPA cashback benefits
- 23 days' holiday plus bank holidays
- Christmas shutdown
- A dedicated day off on your birthday
- On-site parking facilities
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