Job Information

Company

• ·        Provide full Independent Financial Planning and Fund Management
• ·        Work with a wide variety of clients and have over £1bn AUM
• ·        Have good structure and clearly defined roles within the Advice, Technical and Support teams
• ·        Keen to train and develop each employee’s industry knowledge and experience so that they can be promoted in to more senior support roles when possible

Role

• ·        To help the senior support team provide efficient administrative support to the Financial Planners
• ·        Produce valuations
• ·        Ensure that all relevant documentation is available for client reviews, and chase outstanding documentation where necessary   
• ·        Manage and maintain the client records, updating as required

Remuneration and other information

• ·        £20,000 to £23,000 salary
• ·        23 days holidays with an extra 3 between Christmas and new year
• ·        BUPA private health
• ·        4 x death in service
• ·        Income protection policy
• ·        Pension
• ·        Free car parking

Next steps

• ·        Contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk to ask any questions you may have
• ·        Click apply and we’ll confirm if you are of interest or not and where necessary discuss the role and business in more detail