Your new company

You will join a highly motivated team of individuals and provide business support to Financial Advisers and maintain the highest possible standards at all times. You will support the management team with admin tasks.

Your new role

The role will include: administrative support, compile reports and prepare agendas for client meetings.
You will act as a liaison/point of contact for clients and maintain client information on the CRM systems
Assist the Manager with any operational projects

What you'll need to succeed

You will be an organised individual capable of dealing with several tasks, have good analytical skills, an excellent standard of written and verbal communication.
The ability to build relationships is also essential.
This is a busy role, so you need to be able to prioritise your workload.
IT Literate - Back office systems and MS Office and Excel
You will have at least 2 years experience within Financial Services.

What you'll get in return

• Discretionary annual bonus following a year’s service
• 25 days holiday plus Bank Holidays
• Enrolment into the Workplace pension scheme
• Death in Service – 2x salary
• Discretionary Long-Term Sickness Policy
• Employee Assistance Programme (EAP) - The EAP offers information, support and counselling across a vast range of areas, from relationships and family to finance and debt management.
• Examinations and study materials paid for by the company
• Hours – Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit) 35 hours a week
• Options to WFH can be negotiated.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.