Who we are at
* Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.
* We are committed to providing the training and support to help all our staff reach their full potential.
* We are a bunch of nice people; even if we do say so ourselves!
We are looking for
* 2 years’ experience working in an administrative role at a financial advice firm.
* Someone with attention to detail and a passion for process, organisation and all things administration.
* Excellent verbal and written communication skills.
* A willingness to learn and try new things.
* Someone who can manage a reasonable workload and manage their time.
* An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
* Passionate about financial planning and the good it can do.
* Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.
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What you’ll be doing
* Working closely with Financial Advisers and their clients to achieve their goals.
* Working with clients who have NHS Pensions.
* New business administration – ensuring new clients experience a smooth process.
* Dealing with administrative tasks arising out of meetings.
* Communicating with clients and providers by telephone and email.
* Doing whatever else comes along; we’re a small firm and we all need to muck in.
The package
* Competitive salary with clearly mapped out progression.
* Team based annual bonus based on - so we’re all pulling in the same direction!
* 20 days holiday plus bank holidays. In addition, we close between Christmas and New Year; who wants to be working then?