Heron House Financial Management Ltd
Business Support Assistant
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Exceptional opportunity to work in a high profile, employee owned, independent wealth management company with a B Corp accreditation.
The role is to support the management team and help with a range of business development goals.
We are keen to hear from you if you meet the following criteria.
- Excellent IT skills: highly competent in MS365, able to ping around a spreadsheet with ease, putting together presentations and assisting with integration of new software within our business.
- Strong communication skills: able to write concisely, produce client-facing documents that can explain complex ideas.
- Great with people: able to build excellent relationships with our team and our clients.
- Enthusiastic approach: willing to follow a strict process when required but be focused on helping to drive improvements and innovation in systems.
- Planning to stay: we have a strong team of 20 lovely people and low staff turnover, looking for a joint long-term commitment not a fling…..
- Also: smart, quick learner, highly organised and methodical with excellent attention to detail.
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What we offer;
- Excellent benefit package, fully funded training as needed, great working environment in a Victorian building in Newport Civic Centre, close to rail and bus station.
- Salary will reflect experience, the role has great scope for progression.
- Opportunity to work for multiple award winning Welsh financial planning firm.
- Potential for profit share after a qualifying period.
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To apply;
Please impress us with your responses to the following three questions. One or two paragraphs per question is fine.
- Why are you interested in working with us?
- What specific relevant skills do you have?
- Tell us something interesting about you that's not on your CV.
Send your CV to mail@hhfm.co.uk
NB: We do not work with recruitment agencies.
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