Cardiff Financial Planning Assistant
3 days ago
In this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you
About the TeamWe are a dynamic and innovative Wealth Management company, dedicated to providing outstanding services to our clients. Our team is passionate about making a difference and is committed to continuous learning and improvement.
What We OfferA competitive salary of £39,000 - £44,000 per annum, depending on experience, plus benefits including 25 days holiday (rising with length of service), birthday leave, and corporate discounts.
Requirements- A minimum of 2 years' experience working in a Financial Planning firm.
- Excellent communication and interpersonal skills.
- Ability to work accurately and efficiently under pressure.
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