Financial Planning Support Assistant

15 hours ago


Woking, Surrey, United Kingdom CV-Library Full time

Are you looking for a new challenge in the Financial Services industry?

We are seeking a highly skilled Technical Administrator to join our Investment Firm based near Cobham.

About the Position:

This is a fantastic opportunity for someone with previous experience in a Financial Planning role to provide technical support to our Financial Planners.

The ideal candidate will have a professional communication manner, both written and verbally, as well as a strong understanding of investments and pensions.

Responsibilities:
  1. Provide technical administration support to Financial Planners
  2. Offer high-quality analytical support to the business
Benefits:
  1. Estimated salary of £28,000 - £38,000 per annum
  2. 25 days plus bank holidays
  3. Pay for study towards Financial Service exams
  4. Offer 5% pension contribution
  5. 4 x salary - DIS
  6. Discretionary Bonuses
  7. A great staff retention - friendly environment


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