We are working with a company who are renowned for helping their clients to achieve a clearer financial future and make the best out of their money. They specialise in personalised retirement planning and have successfully built a company on a solid foundation of quality and ethics. This is a home based opportunity that will require you to visit the North Bristol office once a week.
They are looking for a technical assistant to complete the existing support team already in place. You will need to be able to take a motivated and ‘hands-on’ approach to the role and be efficient and organized with great attention to detail.
If you have had experience doing a similar role which involved supporting paraplanners and financial planners then this might be just what you’re looking for, for that next step. You should be able to implement new business as well as develop and maintain relationships. Throughout the role, you will be expected to maintain a high level of standard in the technical team and throughout the firm as a whole.
If you are working towards your level 4 diploma and a have a minimum of 3 years experience in a similar role and excellent knowledge of financial services products this could be the ideal role for you!
This is a great opportunity to work with a firm who take a flexible and modern approach with their employees. They are offering a competitive salary of £25k – £30k depending on qualifications and experience.
For more information on this role please contact Louise Bibb at Recruit UK on 01179 179 416. Quote reference 12193