*Interviews ASAP! Enquire Today!!*
Are you highly organised, detail-oriented, and enjoy supporting a team?
Would you like to work locally to Tunbridge Wells?
Do you have exposure to IFA administrative processes such as client onboarding, organising reviews, drafting documents and transaction processing?
If yes... then apply now to avoid missing out! or call James in our Tunbridge Wells team today. Whether you have current or previous experience, we'd love to hear from you....
Great Role! Join a welcoming, collaborative team environment, working for an established and forward-thinking IFA practice.
Enjoy great work-life balance, training and development opportunity, and a non-corporate team culture to be part of !
Day-to-day, following personalised training, you will work as part of a team to support the smooth running of the office and client processes. Duties might include:-
Receiving enquiries by phone and email from new and existing clients, assisting with queries and providing information.
Diary planning and management - Organising client meetings for Advisers and supporting any queries raised.
Client onboarding - conducting all relevant checks and ensuring files are created and maintained to company database.
Drafting written communication to clients, providing administrative support to Paraplanners and Advisers.
Processing transactions and liaising with product providers.
Contribute to the smooth running of the office and support the team.
Full Time - Monday – Friday 9am – 5pm, or Part Time working options. - Great flexibility and work life balance.
Super offices in central T Wells location (with Parking!) - commutable easily by train bus and car.
Salary with experiences £26-35000 + benefits such as company pension scheme and private health cover.
Future career prospects - with a company who support training and development.
If you... bring experience in a relevant transferrable financial advisory or banking environment...... we'd love to hear from you.
Candidates MUST be in commutable distance of Tunbridge Wells in Kent.
Interested? Call James from Recruitment Solutions on 01892 540 054, or apply now for immediate consideration.