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Job Reference:
e899d6681457
Job Views:
5
Posted:
22.03.2025
Expiry Date:
06.05.2025
Job Description:
About the role
We're in search of enthusiastic joiners to work alongside our dynamic team, learning on the job how to support the advisers and clients in the financial planning process. We have a fantastic training Academy to help you level up and assist us in our mission while positioning yourself for exciting opportunities in a growing company.
We are looking for candidates who either possess administrative skills or have massive potential to learn and develop in this area. No previous experience required, but a great can-do attitude and willingness to learn are essential.
This is a great entry-level opportunity for anyone keen to develop a career in finance.
This role includes:
* Completely virtual work from home opportunity - flexible working is our norm, not a concession.
* Clear development paths with mentoring and training to encourage career and earnings progression.
Key Duties:
* Supporting the Adviser and Paraplanner to deliver exceptional financial planning services to our clients.
* Handling incoming calls, messages, and emails.
* Keeping FCA compliant records and managing client information on our systems.
* Liaising with third parties to gather data, update records, and process new business.
* Communicating with clients and assisting them with administration and routine tasks.
* Prioritising task management and work processes to keep things flowing efficiently.
Working as part of a team, you will look for opportunities to be useful, improve service, and make the overall process more efficient.
About You
We are happy to meet candidates who are looking for rewarding flexible work entirely from home. For those with ambition, this could be the start of a great career as we have well-defined development paths and sponsored training for those eager to learn and get qualified. We are pleased to meet candidates who love to administer and organise and want to excel in that role.
You will need to be:
* Naturally well-organised with attention to detail.
* Capable of working productively from home (a dedicated working space, good internet connection, and ability to manage distractions well).
* Able to utilise office-based software such as email, spreadsheets, word processing, diary management, video conferencing, and VoIP telephone systems.
* Willing and able to learn our specialist internal IT systems for managing client relationships and specific financial planning tasks.
* Good communication skills - with clients and team members, both written and verbal.
* One of those people that makes life easier by having a great can-do attitude and a willingness to help us achieve our mission.
About Us
Women’s Wealth is changing things up with our female-focused, entirely virtual, and completely personal financial planning service. We are on a mission to empower women to create fabulous financial futures for themselves and their families.
The company is young and developing, so you will need to be adaptable and enjoy being part of something new, exciting, busy, and growing.
We are an FCA regulated independent financial advice firm, which means we offer the highest level of client-centred advice available in the UK. We love having the independence to deliver great client outcomes. When your target is happy, well-served clients, it makes for a rewarding workplace.
We encourage a collaborative team approach where you get to know and work with colleagues to deliver great service. We look out for each other and rise up together as a team to deliver our mission. Do you fancy being part of that?
The Benefits:
* Personalised salary structure to reflect your personal attitude, contribution, skills, qualifications, experience, and commitment with a range between £21,000 and £29,000 per annum.
* 28 days paid holiday (including bank holidays and leave between Christmas and New Year).
* Company pension scheme.
* Death in service benefit.
* Flexible working as standard.
* Completely virtual role - work from home/or elsewhere.
Please apply via the link; immediate start available.
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