Client Relations Associate – Financial Planning
The role in brief
An opportunity has arisen to join the Client Relationship Team, part of our Financial Planning department, as a Client Relations Associate.
Who we are looking for
This is an ideal opportunity for someone with strong administration experience, perhaps within a professional services environment or similar, who would like to transition into the world of Financial Planning.
Alternatively, it could suit someone already experienced in a similar role within another Financial Planning firm.
Benefits
* 25 days’ holiday per annum + bank holidays
* Office closedown over Winter Break
* Flexible Easter Break to accommodate religious festivals
* On-site free parking
* Employer pension contribution of 8%
* Death in service life cover of 4 x salary
* Income protection scheme
* Weekly flexi time and agreed overtime
* Family-friendly policies including enhanced maternity, paternity, adoption, and shared parental pay
* Flexible benefits scheme (salary sacrifice) including private medical insurance, extra holidays, electric car scheme, etc.
* Hybrid working arrangements
* Full technical and soft skills training and support
* Recruitment incentive scheme
* Cycle to work scheme
* Employee well-being portal and access to the WeCare app for health, well-being, financial, and legal support
* Dress for your day policy and dress-down Fridays
* Paid sick leave
* Extensive learning & development opportunities and study support
* Firm-wide success bonus based on financial metrics
* Access to Dashlane password manager for you and nine family members or friends
* Fee-free market mortgage and insurance advice
* Access to Able Futures support and Mental Health Support Service
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