Financial Planning Administrator
Are you a well organised, empathetic good listener?
We have an opening for a special individual to join our expanding progressive client-focused team of wealth managers. You will be an excellent communicator, able to use your initiative to plan and undertake a variety of tasks alongside committed professional colleagues.
We offer a competitive salary with a range of generous benefits and an excellent working environment.
You will have financial services industry knowledge, experience and qualifications. We will support on-going professional and career development.
Your role will include dealing directly with a range of clients face-to-face as well as by phone and e mail. You will be preparing documents for client meetings and supporting the production of client suitability reports. Your writing and computing skills will be excellent. We use Apple systems and a knowledge of these would be helpful.
If this opportunity attracts you please apply, outlining why you think you would be suitable for the role and an asset to our business.
Please either e mail: firstname.lastname@example.org or send your CV with a covering letter to the address shown on our website.