- Pension Scheme
- Death in Service cover – 4 times basic salary
- Income Protection
- 25 days holidays + bank holidays
- Structured personal development
- Free on-site parking
As a successful candidate you will support the advisers in the provision of financial planning advice to clients both private and corporate.
Duties will include data inputting of fact find information and documentation.
Producing new business packs and preparation for client meetings.
Liaison with providers and clients as required.
In order to apply my client is looking for the following experience:
PRACTICAL EXPERIENCE OF WORKING WITHIN AN IFA ENVIRONMENT AND EXPERIENCE OF PROVIDING ADMIN SUPPORT TO FINANCIAL ADVISERS
The ability to work on own initiative with great attention to detail
Strong interpersonal skills, drive and energy
Be motivated by working in a fast-paced environment
Organised and able to prioritise
Educated to GCSE level or equivalent with grade C or above in Maths & English
Able to use software packages such as Excel/Word/Outlook
In return you will benefit from working within a modern and friendly environment, as well as gaining support for progression and Financial qualifications.
An excellent salary based on experience and the above benefits.
In order to find out more please contact Helen Spriggs on 0113 4260775 or email your cv to firstname.lastname@example.org