At a Glance
- Tasks: Handle administration tasks and maintain long-term client relationships.
- Company: Values-driven financial planning firm based in York.
- Benefits: Hybrid working, annual team outings, volunteering opportunities, and competitive salary.
- Other info: On-the-job training and career development opportunities available.
- Why this job: Join a dedicated team and make a real impact in clients' financial futures.
- Qualifications: Administration experience and strong organisational, time management, and communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Ardent is a values-driven business, and our success has been entirely down to the solid foundation of our team.
Our Chartered & Accredited Financial Planning statuses from the CISI demonstrate our commitment to delivering the highest possible standards.
Based at Toft Green in York, the team provides personalised financial planning and advice.
Using sophisticated lifestyle financial planning software, Ardent models clients’ financial futures, exploring different scenarios.
Clients benefit from clear, transparent flat‑fee pricing and detailed insight into how their current and future finances may perform.
Main Purpose of the Role
- Complete administration tasks within given timescales
- Live the Ardent Standards in line with its values
Benefits of working at Ardent
- Hybrid working
- Annual team day out
- 8 hours of volunteering in the community per year, per team member
- On‑the‑job training and career development
- Competitive salary
Are you the right fit?
At Ardent, we are always looking for values‑driven people who show dedication and commitment, with the ultimate reward of working with a great team.
Administration experience is essential, but not necessarily in Financial Services.
The right candidate will possess strong time management, organisational and communication skills, manage enquiries, and maintain long‑term client relationships.
This role will be based at our office in York, with 1‑2 days per week working from home subject to client and business requirements.
- Apply here - https://ardentuk. com/join-the-team/
- #J-18808-Ljbffr
