full Study Support to Level 4 Diploma
Are you looking for a rewarding career in a growing, entrepreneurial business? Look no further! Our client, a respected independent financial advice firm, is seeking a Financial Administrator to join their dynamic team in Alton. With a strong reputation for delivering exceptional advice on Pensions, Investments, Retirement Planning, Tax Planning, and more, this firm has built lasting relationships with clients across Hampshire, Surrey, Berkshire, and Wiltshire.
As a thriving business with a forward-thinking approach, our client is on a mission to expand and grow. If you’re eager to take your career to the next level in an innovative environment, this is the perfect opportunity for you!
The Role
This newly created position is ideal for a variety of experience levels - whether you’re just starting out in your career or have years of experience in wealth planning administration. You’ll be responsible for supporting the advisers and managing a portfolio of clients. Your day-to-day duties will include:
*Drafting Letters of Authority (LOAs), Letters of Verification (LOVs), and meeting packs
*Handling client queries and providing expert administrative support
*Communicating with providers and stakeholders
*Updating the internal CRM system and ensuring smooth operation of the administrative function
*Managing ad-hoc tasks to keep everything running smoothly
This is a fantastic opportunity for anyone looking to join a business with ambitious growth plans and a collaborative team atmosphere.
Why Join Us?
*Competitive salary based on experience
*Full study support to help you achieve your Level 4 Diploma
*Excellent benefits package
*A secure and rewarding role in a respected business with a bright future
Ready to make your next career move?
If this sounds like the perfect role for you, or if you’d like to explore other opportunities, get in touch with Laura at Financial Divisions for more info.