Kickstart your career in Financial Services in 2025 at www.4PFP.co.uk
Are you looking for a dynamic and supportive environment to build a long-term career?
Four Pillars is a financial planning company based in Salisbury, and we're looking for a passionate and organised individual to join our growing team as a Client Liaison. In this permanent, full-time role, you'll play a vital role in supporting our financial planners and ensuring our clients receive the highest level of service.
What you'll do:
* Assist financial planners with day-to-day tasks, such as data entry and client communication.
* Prepare financial reports and documentation.
* Meet and greet clients and visitors to the office.
* Maintain accurate client records and ensure all documentation is compliant.
* Research and gather financial information to support the full financial planning process.
* Contribute to the business.
What you'll bring:
* A minimum of 2 years' experience in financial services or are a recent graduate from college or university.
* A strong understanding of financial products and services (or a willingness to learn).
* Excellent organisational and administrative skills.
* Meticulous attention to detail and accuracy.
* The ability to work independently and as part of a team.
* Excellent communication and interpersonal skills.
* Proficiency in Microsoft Office.
What we offer:
* A competitive salary dependent on experience.
* All training and support provided.
* A comprehensive benefits package, including lunch provided, extra holidays, a pension scheme, bonus scheme based on company performance, and funding for relevant financial planning exams.
* Career progression opportunities within a growing company.
* A supportive and collaborative working environment.
* The opportunity to learn and work with experienced financial planners.
Why you'll love working at Four Pillars Financial Planning:
* We're a passionate team committed to helping our clients achieve their financial goals.
* We offer a positive and supportive working environment.
* We invest in our people and provide opportunities for career development.
* We're a financially secure and growing generational company.
If you're looking for a rewarding career in financial planning, we want to hear from you!
To apply, please send your CV and a covering email as to why you would be a good fit to support@4pfp.co.uk
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