Senior Support Role in Financial Planning

15 hours ago


Warrington, Warrington, United Kingdom CV-Library Full time

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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