Financial Adviser jobs in Plymouth
- Continuum (Financial Services) LLPPlymouth PL7 5JXEmployerActive 3 days ago
- Regular use of Excel for monitoring of financial data.
- A minimum of 1 year experience in Administration or a financial services environment is essential.
- Foot Anstey LLPPlymouth·
- Successful applicants will be required to complete a pre-employment screening process which includes a financial integrity check and a DBS check.
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- Jisc3.5Hybrid work in United Kingdom
- Salary: From £45,000 per annum negotiable depending on experience + fantastic benefits.
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- Responsible LifePlymouth·
- As a Responsible later-life lending adviser, you will:
- Uphold client confidentiality and adhere to industry regulations for impartial financial advice.
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- M&CoPlymouth·
- Operate till and handle financial transactions.
- A minimum of 4 hours per week.
- This is a permanent, part time vacancy that will close in 10 days at 23:59 GMT.
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- Francis Clark LLPHybrid work in Plymouth PL1 3RP·
- This is a great way to learn and develop technical, commercial and personal skills.
- You’ll identify key issues and risks facing a business each year and use…
- AzetsPlymouthTypically responds within 8 days·
- Prepare statutory financial statements from client data and highlight high level risk areas or matters of concern to the Partner/Manager whilst using a…
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Job Post Details
Financial Administrator - job post
Job details
Here’s how the job details align with your profile.Pay
- £22,000 - £25,000 a year
Job type
- Full-time
- Permanent
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company pension
- Free parking
- On-site parking
- Private medical insurance
Full job description
****No Recruiters Please****
Why chose Continuum?
We build relationships that last a lifetime with our clients, but also with our staff so that we become their ‘Home for Life' We are proud of the company culture we have built in making sure that we deliver to our clients, our staff and our partners, which has created an exciting high performance growth business which is now in the Top 50 Financial Advisory business in the UK.
Our focus on collaborative team-work and development means that you will accelerate your own learning so please invest in your future with Continuum.
Benefits
- 25 days holiday (plus bank holidays)
- 3% employer pension contribution
- Group Death in Service
- Private Medical Insurance
The Role
This is a varied role for an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role. As an administrator at Continuum, your main role will be to support a number of Independent Financial Advisers with their report writing, information gathering and accurately recording financial information. You will have excellent telephone skills and at least 1 years Administration or Financial Services experience.
Key Responsibilities & Accountabilities
· Provide admin support to Independent Financial Advisers across the business.
· Manage and input accurate client records on internal CRM systems.
· Deal with client enquiries via the telephone for both new and existing clients.
· Regular use of Excel for monitoring of financial data.
· Liaise with External providers to obtain client information and issue appropriate communication to Advisers.
· Organise client review meetings and prepare reports.
· Other general administrative duties as required, such as dealing with post and meet and greet visitors to the office.
What we are looking for
· A minimum of 1 year experience in Administration or a financial services environment is essential.
· You will be prepared to learn and develop and assist wherever necessary.
· A high level of organisational skills will be needed to manage the needs of the advisers, clients and daily tasks within the role.
· You must be a good communicator, face to face, via telephone and online, always displaying a professional approach, & you’ll demonstrate the confidence to deal with the general public and Advisers.
· You’ll be proactive and able to work on your own initiative.
· An extremely high level of attention to detail and accuracy is essential.
· You’ll be IT literate, with the ability to pick up new systems very quickly and already have a good knowledge of MS Office, Gmail and Excel.
How to apply
Please provide a copy of your C.V along with a covering letter on email to abbie@mycontinuum.co.uk detailing why you would be suitable for the role along with your experience.
Also be aware that some pre-employment background and credit checks will be required for this role.
Job Types: Full-time, Permanent
Pay: £22,000.00-£25,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Schedule:
- Monday to Friday
Experience:
- Administrative experience: 2 years (required)
Work Location: In person