Financial Planning Specialist
3 days ago
We are looking for a skilled Financial Planning Specialist to join our team in Market Harborough. As a key member of our financial advice practice, you will play a crucial role in providing exceptional service to our clients.
The successful candidate will have 1 year's experience in a Financial Planning Administration role and excellent communication skills, both written and verbal. A good telephone manner and teamwork skills are also essential.
Salary: £25,500 - £32,000 per annum
Job Description:
- We are seeking a highly organized and detail-focused individual to assist with the administration of our financial planning services.
- Responsibilities include data entry, client communication, and maintaining accurate records.
Benefits:
- A competitive salary range of £25,500 - £32,000 per annum.
- Hybrid working arrangement to balance work-life flexibility.
- Birthday off as a special treat.
- Bonus scheme to reward outstanding performance.
- Matched pension contribution of 5%.
- Generous sick pay package.
- Flexible home and office working options.
- Group death in service insurance.
- Group Income Protection.
- Support with future professional development examinations.
- Generous holiday allowance.
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