Great opportunity to work in an employee owned, high profile, multiple award winning, independent Welsh financial planning and wealth management company with a B Corp accreditation.
We are a people-focused business, recruiting bright, motivated individuals who fit our team and want to grow with us. Where possible, we shape roles around the right people and provide the training they need.
We are looking for someone to support the management team and help with a range of business development goals. The work will involve administration and finding your way around our systems with scope to progress.
We are keen to hear from you if you meet the following criteria.
- Excellent IT skills; highly competent in MS365, able to ping around a spreadsheet with ease, putting together presentations and assisting with integration of new software within our business.
- Strong communication skills; able to write concisely, produce client-facing documents that can explain complex ideas.
- Great with people. Able to build excellent relationships with our team and our clients.
- Enthusiastic approach; Willing to follow a strict process when required but be focused on helping to drive improvements and innovation in systems.
- Planning to stay. We have a strong team of 20 lovely people and low staff turnover, looking for a joint long-term commitment not a fling…..
Also; Smart, quick learner, highly organised and methodical with excellent attention to detail.
What we offer;
Excellent benefit package, fully funded training as needed, great working environment in a Victorian building in Newport Civic Centre, close to rail and bus station and entitlement to the profit share scheme after a qualifying period.
Salary will reflect experience and the role has scope for progression.
NB: We do not work with recruitment agencies.
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Contact Details:
Heron House Financial Management Ltd Recruitment Team
