At a Glance
- Tasks: Support Financial Planners and enhance client experiences as the first point of contact.
- Company: Sarafin Partners, located in Chelmsford, focuses on exceptional customer service.
- Benefits: Enjoy unlimited holiday and training opportunities for career advancement.
- Other info: The position is ideal for those seeking a supportive atmosphere.
- Why this job: This role offers a collaborative environment with clear paths for professional growth.
- Qualifications: Candidates should be organised and enjoy delivering exceptional customer service.
The predicted salary is between 25000 - 32000 £ per year.
Sarafin Partners in Chelmsford is seeking an organised Financial Planning Assistant to enhance client experiences and support Financial Planners. This role represents a great opportunity for those who enjoy collaborating and delivering exceptional customer service.
You will be the first point of contact for clients, working in a supportive atmosphere with opportunities for career progression and professional development.
The position offers a generous benefits package, including unlimited holiday and training for advancement.
Trainee Financial Planning Assistant – Client‐Focused Growth Path in Chelmsford employer: Sarafin Partners
Sarafin Partners in Chelmsford prioritises client-focused service and offers a generous benefits package. The team values collaboration and supports professional development, making it an excellent place for career growth.
