Overview

The world has changed. People expect more flexibility around working. People expect to have training. They expect to have development plans.

But not every firm has seen that memo. Has yours?

This business has. Working from home 2-3 days a week is par for the course. Professional and personal development too. So whilst you’ll begin in sales support, that’s not where you’ll end up.

The reason for hiring is expansion. Someone we placed in the business has freed up time for others, enabling the company to grow.

To start with you’ll be part of a core team that handles cases once passed over by the planners. You’ll be processing business, dealing with providers, doing database work etc.

But you’ll also speak to clients and be in touch with them at least once a week via email. So you’ll get to know the clients very well and will often be their first point of contact.

That’s the short-term. The future is up to you.

They are a business that progresses and upskills their employees. Two paraplanners have recently made their first move into advice for example. So if you want to be a paraplanner or an adviser that route is available. Likewise if you prefer the operational route. Whatever happens you’ll have regular conversations about your future.

There are two roles and there is flexibility on the level of experience they need. That said you’ll have at least some financial planning/services admin experience. But training and development is part of the culture of the firm, so you’ll advance whoever you are.

Salary will depend on this experience but you can expect something between £26,000 and £35,000. On top of this is 4 x DIS, income protection, pension, PMI and an employee benefits platform (discounts on the gym/online classes etc). There’s also a cycle to work scheme.

It’s a London based business (nearest tube is Bank). But you can work from home 2-3 days a week.

Ready to kick on or need flexibility that your current firm won’t offer? Click apply and get in touch. We will call you to discuss the rest.

Financial Services

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Exchange Street Financial Services

£26,000 – £35,000 per annum

Permanent

Adviser Administrator