Join a well-established and award-winning IFA financial planning firm as a Senior Administrator / Assistant. They provide private banking-style services to predominantly high-net-worth private clients.
This is a hybrid role, offering some flexibility to work from home.
THE JOB:
You'll be providing first-class administrative support to the business' managing directors. This includes:
- Arranging client meetings.
- Preparing new business and review packs.
- Maintaining accurate client files and providing ongoing client servicing.
KEY SKILLS & EXPERIENCE:
- 2+ years of experience in a similar role
- This role would be perfect for someone bright and enthusiastic who wishes to develop their career in a leading financial planning business.
- Naturally, you must have excellent communication skills and the ability to follow business processes.
SALARY & BENEFITS:
- £30,000 - £35,000, dependent on experience.
- Discretionary bonus.
- 20 days holiday + public holiday.
- Pension.
- Free car parking.
Please apply now for the opportunity to develop your career in a leading financial planning business.