Financial Career Starter
3 days ago
Company Overview:
Wealth Management firm seeking an experienced Financial Planning Administrator to join their team in Bath or Cheltenham. As a long-term career in financial planning, this role offers growth opportunities and a positive work environment with exceptional benefits.
Job Description:
The ideal candidate will have excellent communication skills, problem-solving abilities, and the capacity to multitask. Key duties include processing new business, producing quotes, preparing meeting packs, and client liaison. The successful applicant will be able to work independently and as part of a team.
Salary: £23,000
Benefits:
- 4 X DIS
- Private Medical Insurance
- 25 Days Holiday
- 5% Pension Contribution
- Long Term Career Progression
- Sociable Office - Regular Days Out
- Exam Support
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