Technical Assistant - Bedford, United Kingdom - The Curve Group

The Curve Group
The Curve Group
Verified Company
Bedford, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
WSFP Technical Assistant Advert
HYBRID part-time (c.30 hours)


Based in the beautiful Bedfordshire town of Ampthill - this is an excellent opportunity for a technical administrator (financial planning, wealth management) to join a small well-established Financial Planning company.

The role touches on all parts of the client journey from initial onboarding through to drawdown.

  • Opportunity for growth through to Paraplanner status if desired with exams paid for
  • Flexible working arrangements (parttime)
  • 20 days holiday plus Christmas week off (paid) + bank holidays (prorata)
The Technical Administrator role may be broken down into five key parts:
A. Preparing and maintaining the client file

B. Preparing recommendations

C. Implementing recommendations

D. Reviews

E. Business Processes


The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with.

Our full Privacy Policy is available at


Reference ID:
PR/018918


Job Types:
Part-time, Permanent


Salary:
£22,000.00-£27,000.00 per year


Expected hours:
per week


Benefits:


  • Company events
  • Company pension
  • Financial planning services
  • Free parking
  • Onsite parking

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Education:


  • GCSE or equivalent (preferred)

Experience:

Wealth Management: 5 years (preferred)

  • Administrative experience: 7 years (preferred)

Work authorisation:

  • United Kingdom (required)

Ability to Commute:

  • Bedford, MK45 2AX (required)

Work Location:
Hybrid remote in Bedford, MK45 2AX


Reference ID:
PR/018918
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