At a Glance
- Tasks: Support financial advisors and manage client relationships in a dynamic office setting.
- Company: Established financial planning firm with a focus on client service and teamwork.
- Benefits: Competitive salary, 24 days holiday, casual dress code, and a dog-friendly office.
- Other info: Join a supportive team and gain valuable skills in a thriving industry.
- Why this job: Kickstart your career in finance with full training and clear progression opportunities.
- Qualifications: No prior experience needed; just a passion for finance and teamwork.
The predicted salary is between 24500 - 27000 £ per year.
Location: Office-based (full-time)
Salary: £24,500 to £27,000 DOE
Benefits:
- 24 days holiday plus bank holidays
- Office closed over Christmas period plus additional gifted day
- On-site parking available
- Casual dress code
- Dog-friendly office environment
- Supportive, close-knit team environment
- Full training provided
- Clear career progression opportunities within financial services
- Study support considered for the right candidate
About the Company: A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are encouraged to develop their skills and build a long-term career within financial services. This is an excellent opportunity for someone looking to establish themselves within the financial planning profession and gain valuable experience in a supportive office environment.
Key Responsibilities:
