Are you a Financial Adviser looking for an opportunity to further develop as part of a flourishing and exciting firm?
£30,000 - £45,000 basic plus bonus
If you're looking for a positive working culture, a flexible and autonomous role, with leads provided and support from an outstanding business to enable you to build up your skills and reach your full potential, this could be the role you've been waiting for.
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
My client is an established Wealth Management organisation covering all aspects of wealth management, including investment, pensions, estate planning and mortgage finance.
Salary £30,000 - £45,000 bonus potential and benefits package