Process financial transactions in accordance with agreed practice and authorisation processes.
General
We are a flexible hybrid employer with a combination of office based and working from home
This is an assistant post reporting to a team leader Full-time role We're working to improve the lives of our Customers and the general public here in Somerset - and you'll be a key part of that.
The Hours: 36 hours per week - Applicants will be required to work 36 hours per week on a flexible basis across Monday to Saturday in line with the branch operating hours.
We are currently recruiting on behalf of 1 of the UK's largest building society's who have been voted the 3rd Best Big Company to Work in 2022.
Are you a recently qualified Junior Financial Advisor in Devon/Somerset, seeking an employed job, where you can work alongside a well-established Financial Advisor?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.