Ardent Financial Planning
Client Relationship Administrator
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About Ardent Financial Planning
Ardent is a values-driven business, and our success has been entirely down to the solid foundation of our team. Our Chartered & Accredited Financial Planning statuses from the CISI demonstrates our commitment to delivering the highest possible standards. Based on Toft Green in York, the team provides personalised financial planning and advice. Using sophisticated lifestyle financial planning software, Ardent models clients’ financial futures, exploring different scenarios. Clients benefit from clear, transparent flat-fee pricing and detailed insight into how their current and future finances may perform.
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Main Purpose of the Role
- To assist Financial Planners
- Complete administration tasks within given timescales
- To deliver outstanding client experience
- To live the Ardent Standards in live with its values
Benefits of working at Ardent
We reward our team with an excellent benefits package, some of which are:
- Hybrid working
- Annual team day out
- 8 hours of volunteering in the community per year, per team member
- On-the-job training and career development
- Competitive salary
- Cycle2Work Scheme
- Holiday buy back scheme
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Are you the right fit?
At Ardent, we are always looking for values-driven people who show dedication and commitment, with the ultimate reward of working with a great team. Administration experience is essential, but not necessarily in Financial Services. The right candidate will possess strong time management, organisational and communication skills to manage enquiries and maintain long-term client relationships.
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