Financial Planning Support Specialist
8 hours ago
Your new career opportunity awaits with a respected, Chartered Financial Planning firm based in the UK. This well-established company has been providing exceptional services for over 20 years, priding itself on creating a welcoming work environment and offering excellent benefits.
You will be working closely with a skilled team of Paraplanners, Accountants, Financial Planners, and Compliance specialists to deliver comprehensive financial planning solutions for clients. Key responsibilities include:
- Responding to phone calls and directing inquiries appropriately.
- Assisting with reporting and other administrative tasks as required.
- Collaborating with Financial Planners to arrange and prepare for client meetings.
- Maintaining accuracy of client records and data entry.
- A background in the Financial Advisory sector is essential for this role, requiring a strong understanding of the organization's operations.
- Familiarity with financial processes is also necessary.
- This exciting opportunity offers a competitive package including:
- 28 days annual leave increasing with service
- Pension scheme access with free financial advice
- Company sick pay
- Maternity, Paternity, and Adoption pay
- Flexibility to balance work and personal life
- Company events
This role presents an opportunity to contribute to delivering high-quality financial services in a dynamic team. If you are motivated and possess the necessary skills and experience, we encourage you to apply.
Estimated salary: £30,000 per annum depending on experience.
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