Cardiff Financial Planning Assistant

3 days ago


Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

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 Team

We 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 Offer

A 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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