This is an extremely varied and challenging role offering a great insight into the world of financial planning. The company offers a supportive and team orientated work culture and encourages a work life balance.

The jobholder will be expected to provide day to day support to the Operations team and will liaise regularly with financial planners as part of their regular duties. You will also need to keep on top of all financial documentation and share related administration.  

Our client requires an individual with advanced Microsoft Office skills as you will be regularly using PowerPoint and Excel in your daily work. You will possess excellent communication skills and be able to converse confidently and professionally with Advisers. Applicants will be required to deal with commission related issues so need a good head for figures.

If you are happy working in a small office with something of a family feel to it and want a role with variety, don’t hesitate and call me now.