I am working with a financial planning firm in North Bristol who are looking to expand their review team and looking to bring on an induvial who has some financial services administration experience and looking for the opportunity to join a supportive, professional (but not corporate) friendly business.
Benefits within the role:
- Private medical insurance
- Group pension
- Group income protection
- Group life cover
- Study and exam support
- On site parking
- Part time applicants will be considered - 4 days a week with a Monday being covered
This role will see you working within the review team alongside 3 other members, preparing the client files for the Financial Planners, managing the Planners diary, dealing with clients via the telephone, email and written contact.
This role requires someone who has a high attention to detail, be a strong team player and good interpersonal skills.
For more information on this financial services admin role in North Bristol please click apply.
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