Financial Planning Assistant - Penrith, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Penrith, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

his is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience.


The business has been running for over 150 years and is a large business, operating in 17 locations across the UK.

They are currently looking to expand their financial administration team.


The Role:


  • Providing administrative and technical support to the financial planners
  • Being the main point of contact for clients and maintaining a high level of client service
  • Constructing suitability letters, processing new business and completing meeting preparation

Required Skills and Qualifications:


  • Previous experience in Administration and financial services.

The Benefits:


  • The salary is up to £29k
  • Hybrid based role in Penrith
  • Qualification support
  • Progression available into other roles within the company
  • Life insurance, income protection, pension scheme, sick pay etc
  • 21 days holiday plus bank holidays, plus an additional day for every year of service

Salary:
£24,000.00-£29,000.00 per year


Benefits:


  • Company pension
  • Life insurance
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Penrith: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you have experience working as an Administrator within Financial Services?

Work Location:
Hybrid remote in Penrith
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