Financial Planning Assistant / Administrator

Knowle, Solihull
18 Nov 2016
16 Dec 2016
Contract Type
Full Time
Our client provides trusted, professional Financial Planning services for discerning and appreciative clients. They are leading technical analysts and highly respected advisers on pensions, investment and wealth management matters. They are passionate about their services and are now seeking a talented technical assistant with similar personal values who wishes to share their professional journey with them.

You will be an integral member of their client services support team. It is a varied role which will develop quickly for an ambitious applicant with ability and a great attitude. This is a fantastic opportunity where you will have a real impact to the growing success of their business.

Candidate Requirements:
??? Pro-active and positive nature combined with excellent communication skills
??? Time focused and have thoroughness in accomplishing a task
??? Demonstrate the ability to clearly express ideas, thoughts, and concepts in writing, using correct and appropriate grammar
??? Natural forward planner who is flexible and constantly striving to implement improvements
??? Naturally establish rapport with senior executives and wealthy individuals
??? Well developed skills in the MS Office suite
??? You achieve agreed outcomes without supervision and work to demanding deadlines
??? You enjoy working within a friendly, high achieving, committed and passionate team
??? You are likely to be a recent graduate with a numerical interest

They will ensure that you quickly adapt and will fully support you in your own pursuit of professional qualifications. Your primary duty will be to provide a first class technical administrative service to their Chartered Financial Planners colleagues are organised, informed and prepared to perform effectively. They have demanding professional standards and your contribution to the business will be critical. You will be recognised for your achievements, initiative and commitment via a competitive package. There are contractual targets for progress in their professional examinations.

If this opportunity genuinely excites you - apply now!