We are looking for a financial administrator (well sort of, we call them client Experience Managers).
It involves leasing with clients, providers and internal team members (including financial planners and paraplanners) in order to create client files for forward planning meetings, as well as adhoc advice, administrative tasks and assisting in collating clients intimation throughout the onboarding process for new clients.
See more about this role at recruitment.tfp-fp.com
TFP Financial Planning is a small business in Maldon, CM9 5EP. We are professional, agile, innovative, and our goal is to revolutionise financial planning with a burst of energy and a dash of the extraordinary. We craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your dreams into reality. Dare to be different with us..
Our work environment includes:
- small old office setting with modern fittings
- Work-from-home days
- Growth opportunities
- Regular team socials
Job Type: Full-time
Pay: £28,000.00-£50,000.00 per year
Benefits:
- Additional leave
- Company pension
- Free parking
- Private medical insurance
- Profit sharing
Experience:
- Financial services: 2 years (required)
Work Location: Hybrid remote in Maldon CM9 5EP
