Offering flexible working arrangements to ensure a healthy work-life balance.
About the Company:
This boutique financial planning firm prides itself on delivering personalized and comprehensive financial advice to its valued clients. The firm is committed to providing exceptional service and fostering long-term relationships based on trust and integrity. They support the growth and development of their employees, offering a collaborative and supportive team environment.
The Role:
The successful candidate will play a crucial role in supporting the financial advisers and ensuring the smooth operation of the office. Primary responsibilities include:
- Assisting with the preparation of financial plans and reports
- Conducting research and analysis to support financial advice
- Liaising with clients and responding to their inquiries
- Maintaining accurate and up-to-date client records
- Providing administrative support to the team as required
- Managing client appointments and scheduling
The firm is seeking a motivated and detail-oriented individual eager to learn and grow within the financial planning industry. While no prior experience is required, previous experience as a CSO will be highly regarded. The ideal candidate will possess:
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities
- A high level of accuracy and attention to detail
- Proficiency in Microsoft Office Suite
- A proactive and positive attitude
- A willingness to embrace flexible working arrangements
- Competitive remuneration package
- Flexible work location and working hours to suit your lifestyle
- Opportunities for professional growth and career development
- A supportive and collaborative team environment
- Training and mentorship from experienced financial advisers
- The chance to work with a diverse range of clients and financial scenarios
This is a fantastic opportunity to start a rewarding career in financial planning with a firm that values its team members and promotes a positive work environment. Apply now to join this boutique financial planning firm and make a significant impact in the lives of their clients. If your have any questions please feel free to reach out to Jasper on **********@Andersenpartnership.com Appy Now