Eden Rose
Junior Financial Planning Administrator
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About the Role
A boutique, and well-renowned Chartered Independent Financial Planning practice is looking for a Junior Financial Planning Administrator to support a wide range of teams across the business. This is an entry-level role with no prior Financial Planning experience needed, just a keen interest and demonstrable passion for the industry.
You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and is genuinely enthusiastic about building their career with the company and to make a contribution to the team.
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If you would like the opportunity to work with high-net-worth clients, be a part of the 'central' team which supports all the Financial Adviser teams within the business on a rotational basis, and are excited to join a fast-paced client team, this would be a brilliant role for you.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.
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Requirements
- Degree level educated
- Keen interest in Financial Planning, ideally having made the steps to demonstrate this such as began CII studies
- Strong organisational skills and excellent attention to detail, being able to work under pressure
- Demonstrable experience delivering high levels of customer service
- Proficiency with Microsoft Office, including at least intermediate Excel skills
Next Steps
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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