Employer Active
Financial Planning IFA Assistant required. Excellent opportunity to take on a newly created role in a growing local company. Whether you are experienced new to financial services or a recent graduate you can take your career to the next level with us with full support and training. Salary 25000 (entry level) to 28000.
Do you have a keen eye for detail
Are you looking to build a career in financial services
This is a fantastic opportunity to join an established local business with a strong reputation and great values. We believe in supporting our team members to be the best they can be. If you see yourself in a paraplanner or in a senior support role in the future well support you with exams and provide you with first class training.
The role
Working as part of an established team that prepares for the advisers meetings deals with a variety of administration tasks and handles ongoing client servicing.
Essential Skills
Desirable Skills
Benefits
Additional information
Monday to Thursday 95.30 Fridays 8.305.
Keywords: administrator graduate trainee financial services financial planning IFA pensions investments financial planning assistant trainee paraplanner assistant financial planner technical support client support IFA administrator.
About Us
Pocock Rutherford is a dynamic and highly professional practice locally based in Berkhamsted Hertfordshire (find us on the High Street). We have shown continued growth through client recommendations since the firm was established. Many of our financial advisers have over twenty years of experience in the industry dedicated to providing firstclass service to our clients. As the financial world becomes ever more complex we see our role as helping clients understand how many recent changes to pensions and investments could affect their financial future. Trust Truth and Transparency are the values our company stands for which our financial advisers and support staff demonstrate daily. Please view our website for more information about our company and philosophy.
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments please let us know. Only shortlisted candidates will be contacted.
In order to give your application the best chance of success please:
Only apply if you have the unrestricted right to work in the UK.
Apply with a CV that is clear concise and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.
Remote Work :
No
Full Time