At a Glance
- Tasks: Support financial advisers and ensure clients have a smooth experience.
- Company: GQ Wealth Management Ltd., a dynamic firm in Sawbridgeworth.
- Benefits: Hybrid working, competitive salary, and opportunities for growth.
- Other info: Perfect for those looking to kickstart their career in finance.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong administrative skills.
The predicted salary is between 30000 - 40000 £ per year.
GQ Wealth Management Ltd. is seeking a Senior Administrator / Junior Paraplanner in Sawbridgeworth. Hybrid working available for the right candidate.
The role provides administrative and technical support to the Financial Adviser to ensure a smooth client journey.
Key duties include managing the CRM, handling client inquiries, preparing documentation, and assisting with new business and ongoing servicing.
- The ideal candidate has experience in a financial planning environment and strong
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Paraplanner Assistant & Client Services in Sawbridgeworth employer: GQ Wealth Management Ltd
GQ Wealth Management Ltd. is an exceptional employer that values its employees by offering a supportive work culture and opportunities for professional growth in the financial planning sector. Located in the picturesque town of Sawbridgeworth, the company promotes a hybrid working model, allowing for flexibility while ensuring a collaborative environment where team members can thrive and contribute to meaningful client relationships.
