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Managing Director at 3D Financial Planning
Company Description
3D Financial Planning is a firm of Independent Financial Advisers based in Reigate, Surrey. They provide independent financial advice to individuals, trustees, and business owners to help them build, manage, and protect their wealth. Their holistic approach to financial planning ensures that every aspect of your financial affairs is considered, leading to clearer and more rounded financial views.
Role Description
This is a full-time hybrid role for a Client Support specialist at 3D Financial Planning. The role involves providing administration and client support for annual reviews and day to day enquiries. While the role is primarily located in Reigate, some work from home may be acceptable.
Qualifications
* Analytical Skills and Troubleshooting abilities
* Technical Support and Communication skills
* Excellent written and verbal communication skills
* Ability to work independently and collaboratively
* Experience in financial services industry is a plus
Seniority level
Entry level
Employment type
Full-time
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