Career Transition Consultant
3 weeks ago
We are a firm of Financial Advisers established in 1989, offering flexible solutions to assist individuals in their career transition. Our team of 15 Financial Advisers provides services including Retirement Planning, Investment Advice, Protection Advice, and Mortgage Advice.
As an Administrative Support Specialist, you will be working alongside our close-knit team of 9 specialists to help assist the advisers. Your primary responsibilities will include attending training courses, preparing illustrations and reports, writing Suitability Letters, managing cases to completion, and regularly communicating with clients and brokers.
We have a structured training programme for candidates to build up the practical knowledge and skills required to excel as a Financial Planning Administrator. After 6 months in your role, you'll have the opportunity to join a study programme with the Openwork Academy to gain the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, while continuing with your current position.
The ideal candidate should have at least 12 months office experience, excellent communication skills, high organisational abilities, and strong attention to detail. IT proficiency, especially in Excel, is also essential.
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