Administration role within an advisory firm, Basildon area
Office based, 9-3pm
Salary circa £20,000
This role is for those looking for an administration position within a local business who is looking to expand. The firm are looking for administration support to help the team and advisors in accomplishing their roles. The firm are happy for the individual to work reduced hours but still earn a full time salary, or work full 9am-5pm hours.
The Business
The business is a directly authorized small/medium sized Financial advisory firm who have been providing their clients with independent financial advice for over 40 years. Due to natural expansion, they are looking to add a new member to the growing team. The business offers great progression to their employees along with financial services exam support if that's what you'd want to do.
The Role
This position is an administration role so you will be front of house in the firm answering phone calls from wealth clients, helping the advisors prepare for meetings and diary preparation. You will also be involved in more back office work with the administration team as well, helping send out LOA forms, completing paperwork, inputting data to the CRM, etc. The firm are happy to support those who want it to progress in the industry by paying and supporting you with industry qualifications, the level four diploma in financial advice.
Benefits
- Circa £20k salary depending on experience
- 20 Holiday days + Bank holidays (Raising to 25 after 3 years)
- Company pension
- Sick pay
- Exam support & Study time off
- Free parking
Applying
If this role is of interest, please click the apply button and we will be in touch to discuss further and answer any questions you may have.