Financial Planning Administrator

Infoempregos; York; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is seeking proactive individuals to join their team as financial advisers. This exciting role offers the chance to support administrative tasks, enhance customer service, and engage in various projects. With a focus on professional development, candidates will benefit from training opportunities while enjoying a supportive work environment. The company values motivation and a willingness to learn, making it an ideal place for those looking to start their career in finance. Enjoy a competitive benefits package, including transportation and meal allowances, alongside 25 days of holiday plus bank holidays.

Benefits

Transportation allowance

Meal allowance

Medical assistance

Training opportunities

Professional development

Qualifications

• Motivated individuals with a willingness to learn and grow.
• Good communication and organizational skills are essential.

Responsibilities

• Support in administrative and operational tasks.
• Manage customer service and correspondence.
• Assist in organizing and archiving documents.

Skills

Willingness to learn

Communication skills

Organization skills

Teamwork

Basic computer skills

Job description

Job Description:

Undertaking relevant research for the financial adviser. Coordinating meetings and appointments for the financial adviser. 25 days holiday plus bank holidays.

We are offering a position for candidates with no experience, but who are motivated to learn and grow. If you are a proactive person, get in touch!

• Requirements:
  • Willingness to learn and develop new skills.
  • Good communication and organization skills.
  • Teamwork and responsibility.
  • Basic computer skills are desirable.
• Responsibilities:
  • Support in administrative and operational tasks.
  • Customer service and correspondence management.
  • Organization and archiving of documents.
  • Assistance in projects and various activities.
• Benefits:
  • Transportation allowance.
  • Meal allowance.
  • Medical assistance.
  • Training and professional development opportunities.