18,000 - 23,000 (depending on experience)
This position has now been filled. If you are looking for a job, let us help you find a similar job.
- Basic administration duties; incoming calls, redirecting emails, filling, etc.
- Liaising with clients both face to face and via telephone and email
- Communicating with product advisers
- Keeping the database up to date
- Preparing meeting rooms
- Competitive salary
- Growth potential unlimited
- Join a well respected and expanding company
- Modern office building
- Previous administration experience – Essential
- IFA or Wealth Management background – Essential
- Qualifications in Financial Planning – Desirable
- Working knowledge of Finance software’s – Desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.