Support Assistant - Salisbury, United Kingdom - GoddardFry Wealth Management

Description

GoddardFry Wealth Management are a small but rapidly growing financial planning business based in Wiltshire and Hampshire but operating across the south of England.

Due to a team member leaving we have an opening for someone to take over a role that would focus on managing the annual review process to ensure reviews are conducted in a timely manner, that all work arising from reviews is then actioned, that review letters are produced and that all activity is accurately recorded on our systems.

They would also assist in the assessment of new business cases, collating information for the Director then summarising the requirements for our technical team to complete the required recommendations.

As the business grows so could the role and we think this could be an exciting opportunity for someone who is at a fair level of understanding and ability and wanting to move beyond administration or someone with more experience looking for an engaging, interesting role without excessive pressure and targets.

We currently operate a discretionary Bonus of 10% of Salary but we are looking to move to a more structured and more generous structure.

• Company pension
• Flexitime
• Work from home

• Flexitime
• Monday to Friday

• Performance bonus

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

• Financial services: 2 years (required)