Financial Services Assistant

4 days ago


Metropolitan Borough of Solihull, United Kingdom CleverHR Full time

Job Description: We are seeking an enthusiastic and organized Financial Services Assistant to join our team at CleverHR. As a key member of our financial planning team, you will provide administrative support to ensure the smooth operation of our services.

In this role, you will be responsible for data entry, filing, and record keeping, as well as providing professional telephone manner to our clients. You will work closely with our experienced financial planners to deliver first-class advice across all aspects of financial planning, including investments, pension planning, and IHT planning.

To succeed in this role, you will need a strong interest in pursuing a career in financial planning or wealth management, proficiency in Microsoft Office Suite, particularly Excel, and excellent communication skills.

Salary: £25,000 - £30,000 per annum, depending on experience.

About Us: At CleverHR, we offer a dynamic and supportive environment where you can develop your skills and kickstart your career in financial services. Our company is committed to delivering high-quality services to our clients, and we are looking for someone who shares our values.



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