Financial Planning Administrator
You''re an adult. Why doesn''t your company treat you like one?At this business wellbeing and work-life balance isn''t just something written in a handbook. Here you can choose a work pattern that suits you. Whether that''s 7-3,8-4 or even 9:30-5:30 - the choice is yours. You get a paid lunch hour (not half as is standard); an hour you''re encouraged to take. You''ll also work with a supportive founder who''ll pay for your exams and help you progress should you want to (as others are currently doing). And when life happens, you won''t be made to feel guilty for asking for time off. PAY/BENEFITSA starting salary of up to £32,000Private Medical InsurancePension25 days holidayOpen to working from home 1 day a week THE JOB It''s a busy, varied job where you''ll build relationships with clients and work closely with a financial planner.You''ll be the initial point of contact for clients, handling calls, emails and correspondence. You''ll also prepare client packs, manage records (using IO) and support the adviser with compliance.You''ll be part of a small, friendly team in a steadily growing independent financial advisory firm. The company started in 2013 and now has 11 financial planners and 11 administrators, with paraplanning mostly outsourced.It''s also of note that this business has twice the industry average when it comes to the number of female planners at the firm. A a good reflection of the culture they''ve built.HERE''S WHAT YOU''LL NEEDExperience with Intelligent ..... full job details .....
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