Email email@example.com Call on 07884 444 183
Salary: £28,000 to £30,000
Location: Highnam, Gloucester
Our client is a small highly established Independent Financial Planning firm.
You'll work closely with the management team and report to the Office manager. You will have a junior staff member reporting to you who will be assisting you.
It's important you have experience working in a similar position within a Financial Planning or Wealth Management business. Industry qualifications are NOT required and the company will fund any exams you wish to take. You will be working directly with clients and handling pre and post-case management in Protection, Investment and Pensions.
Please NOTE we cannot consider applications from applicants who DO NOT have the required financial planning or wealth management administration experience.
Office-based, from 8:30, am to 5 pm Monday to Friday based in the Highnam office.
A driving licence is required as you will be required to work in the Bristol office once every two weeks.
In addition to relevant experience and administrative knowledge, you'll need to show evidence of the following:
Get in touch with Jon D'Costa
Jon was responsible for getting we re-employed with Countrywide Mortgage Service even after a very controversial start....See more