At a Glance
- Tasks: Support financial advisers by gathering client info and preparing documentation.
- Company: Join The Verve Group, a dynamic team focused on financial excellence.
- Benefits: Enjoy hybrid work, training opportunities, and a supportive team environment.
- Other info: Fast-paced role with opportunities for growth and collaboration.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Attention to detail and a willingness to learn are key.
The predicted salary is between 30000 - 31000 £ per year.
The Verve Group is seeking a thoughtful financial administrative assistant to support paraplanning and administration across multiple campaigns.
You will gather client information, prepare annual review documentation, and perform technical research to support advisers.
You will work within a collaborative team, maintain records in Dextera, and ensure high standards of accuracy in a fast-paced environment. Training is provided.
#J-18808-Ljbffr
Financial Administration & Paraplanning Assistant (Hybrid) in North East employer: The Verve Group
Verve is an exceptional employer that prioritises employee growth and well-being, offering a supportive work culture where collaboration and innovation thrive. With a commitment to personal development, flexible working options, and a range of lifestyle benefits, employees are encouraged to excel in their roles while enjoying a vibrant office environment. The company's mission to make financial advice more accessible adds a meaningful dimension to the work, making it a rewarding place to build a career.
