Address
Form of work
SalaryWe are looking for a Graduate or someone with early office experience. We can offer full training and development, including exam support. You will join learning the stages to advisor, from administration, paraplanning and onto advice.
Skills Required:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Ability to work collaboratively in a team-orientated environment.
- Detail-orientated with a high level of accuracy in work.
- Bachelor’s degree in finance, business, economics, or a related field (preferable)
- Provide administrative support, including document preparation, data entry and client file management.
- Assist the Financial Planners in analysing financial information.
- Participate in training sessions to understand financial products, investment strategies and industry regulations.
- Build and maintain positive client relationships through effective communication and outstanding service.
