Address
SalaryAbout the role
We're in search of enthusiastic joiners to work alongside our dynamic team, learning on the job how to support the advisers and clients in the financial planning process (we do have a rather fab training Academy to help you level up), get stuck in and help us on our mission whilst lining yourself up to snag one of the exciting opportunities that develop in a growing company.
We are looking for candidates who either possess administrative skills or have massive potential to learn and develop in this area. No previous experience required but a great can do attitude is essential and ability and willingness to learn.
This is a great entry level opportunity for anyone keen to develop a career in finance.
This role includes:
- Completely virtual work from home opportunity - flexible working is our norm, not a concession
- Clear development paths with mentoring and training to encourage career and earnings progression.
Key Duties:
- Supporting the Adviser and Paraplanner to deliver fabulous financial planning services to our clients
- Managing adviser/paraplanner diaries
- Handling incoming calls, messages and emails
- Keeping FCA compliant records and managing client information on our systems
- Liaising with third parties to gather data, update records and process new business
- Communicate with clients and help them with administration and routine tasks
- Prioritising task management and work processes to keep things flowing efficiently
Working as part of a team you will be looking out for opportunities to be useful, improve on service and make the overall process more efficient.
About You
We are happy to meet candidates who are looking for rewarding flexible work entirely based from home. For those of you with ambition, this could be the start of a great career as we have well defined development paths and sponsored training for those who are eager to learn and get qualified. We are also pleased to meet candidates who love to administer and organise and want to be the best they can be in that role.
You will need to be:
- Naturally well organised with attention to detail
- Capable of working productively from home (a dedicated working space, good internet connection and able to manage distractions well)
- Able to utilise office based software such as email, spreadsheets, word processing, diary management, video conferencing and voip telephone system
- Willing and able to learn our specialist internal IT systems for managing client relationships and specific financial planning tasks
- Good communication skills - with clients and team members, written and verbal
- One of those people that makes life easier by having a great can-do attitude and willing to roll your sleeves up and get stuck in to help us achieve our mission
About Us
Women’s Wealth is changing things up with our female focussed, entirely virtual, whilst completely personal financial planning service. We are on a mission to empower women to create fabulous financial futures for themselves and their families.
The company is young and developing so you will need to be adaptable and enjoy being part of something new, exciting, busy and growing.
We are an FCA regulated independent financial advice firm which means we offer the highest level of client centred advice available in the UK. We love having the independence to deliver great client outcomes. When your target is happy, well served clients, it makes for a rewarding workplace.
We encourage a collaborative team approach where you get to know and work with colleagues to deliver great service. We look out for each other and rise up together as a team, as a business, to deliver our mission. Do you fancy being part of that?
The Benefits
- Personalised salary structure to reflect your personal attitude contribution as well as skills, qualification, experience and commitment with a range between £21,000 and £29,000 per annum
- 28 days paid holiday (including bank holidays and leave between Christmas and New Year)
- Company pension scheme
- Death in service
- Flexible working as standard
- Completely virtual role - work from home/or elsewhere
Please apply via the link, immediate start available.
