Are you an accomplished and experienced administrator with a financial services background who takes pride in their work? Are you naturally motivated, accurate, flexible and client focussed with a 'can do' attitude?
If this is you, we have a fantastic opportunity to join our friendly, award-winning and growing financial planning firm.
We are a positive, sociable, and professional team of people, and our company has plans for careful growth in the coming years.
This role is integral in fulfilling Cavendish Ware's Client Proposition by providing a comprehensive support service to advisory staff and first-class service to clients. We are great believers in career progression. We encourage and support our staff to realise their ambitions, whether to grow within the role as subject matter experts or to progress through internal promotion. We are seeking committed team members with a positive attitude comfortable embracing change for the better.
This will include assisting with the development and maintenance of business relationships with clients and other industry professionals.
Assisting paraplanners and advisors with pre-meeting/pre-contact preparation, including research into clients' existing arrangements and, where relevant, the production of a policy summary/portfolio valuation and obtaining quotations and application forms.
Basic salary to £32,500, Discretionary Bonus, Pension, DIS & Income Protection, Season Ticket Loan, Techscheme and Cycle to Work scheme, Funded Training and development supportAdditional Information
We have an office-based role with a view to returning in September on a flexible basis with Flexi hours.Essential Skills
Cavendish Ware is a boutique wealth management firm that provides truly bespoke advice.
Cavendish Ware began life in 2003. We formed the firm out of frustration with the way many of the large, established brands in the UK, trading under the banner of 'Private Banks' and 'Wealth Managers', provided financial advice. Their increasing internal focus, lack of client service, and continual move to a more highly commoditised transaction approach meant that we felt the time was right to set up a smaller boutique firm that could provide more bespoke advice.
We also have strong links with other professional advisers, whether they be solicitors, international tax specialists, mortgage and lending specialists, private equity groups and banks. Our role is to act as advisers. In this capacity, we feel it is vital that we build a network of supporting, highly regarded specialists that our clients and we can access, to ensure that high level, appropriate advice, with a coordinated approach, can be achieved.
NO AGENCIES PLEASE
We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter.
Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.
Keywords: Administrator, Paraplanner, Financial Services, Financial Planning, IFA, Pensions, Investments, Financial Planning Assistant, Sales Support, Client Relationship, Client Support