At a Glance
- Tasks: Be the first point of contact for clients and handle queries with warmth.
- Company: Join a supportive team focused on client success and financial expertise.
- Benefits: Flexible home-based work, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in finance.
- Why this job: Make a real impact on clients while developing your financial planning skills.
- Qualifications: Strong communication skills and a genuine desire to help others.
The predicted salary is between 26000 - 28300 £ per year.
We are currently looking for an exceptional Financial Planning Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve!
What you'll be doing:
- Being the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to help.
- Providing support to financial advisers.
Home based Financial Planning Administrator employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
