Job Summary
The successful candidate will support the Advisers to enable them to provide financial advice to clients. Main duties will involve maintaining our back office system, preparing paperwork, submitting and tracking new business, general administrative duties and other ad hoc work as required from time to time.
Good written, verbal and IT skills are essential, as is attention to detail and communication skills. We are looking for someone with experience and some understanding of compliance would be an advantage.
Job Type: Full-time
Pay: £25,000.00-£32,000.00 per year
Benefits:
- Company events
- Company pension
- Private medical insurance
Education:
- GCSE or equivalent (required)
Experience:
- Customer service: 1 year (preferred)
- Administrative: 2 years (required)
Language:
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person