- Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.
- We are committed to providing the training and support to help all our staff reach their full potential.
- We are a bunch of nice people; even if we do say so ourselves
- 2 years' experience working in an administrative role at a financial advice firm.
- Someone with attention to detail and a passion for process, organisation and all things administration.
- Excellent verbal and written communication skills.
- A willingness to learn and try new things.
- Someone who can manage a reasonable workload and manage their time.
- An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
- Passionate about financial planning and the good it can do.
- Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.
- Working closely with Financial Advisers and their clients to achieve their goals.
- Working with clients who have NHS Pensions.
- New business administration – ensuring new clients experience a smooth process.
- Dealing with administrative tasks arising out of meetings.
- Communicating with clients and providers by telephone and email.
- Doing whatever else comes along; we're a small firm and we all need to muck in.
- Competitive salary with clearly mapped out progression.
- Team based annual bonus based on - so we're all pulling in the same direction
- 20 days holiday plus bank holidays. In addition, we close between Christmas and New Year; who wants to be working then?
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IFA Administrator - Preston, Lancashire, United Kingdom - Juniper
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