We are a small but mighty, independent financial planning and wealth management firm based in South Wales, and we are actively recruiting within our client care team.
We are looking for an administrator to support us with a range of general office and administration duties. The role will be based at our office in Newport and ideally full-time.
Your day-to-day tasks will include greeting clients at the office, answering the phone, dealing with enquiries, updating our systems, preparing client reviews and providing support to the technical and adviser teams. The client care team is integral to our firm; it is fast-paced and requires you to have initiative and the ability to multi-task. You will be key to providing the exceptional client service that we pride ourselves on.
We are a people-focused business with a low staff turnover, so when we recruit, we tend to look for bright and motivated people who we think will fit in with the Heron House family and be with us for the long term. Therefore, financial services experience would be a bonus, but we are happy to provide full training for the right candidate.
We are looking for someone who has:
* A good standard of education
* Experience in financial services, although this is not essential
* Motivation to provide an excellent service to our clients
* Strong attention to detail
* Good communication and interpersonal skills
* The ability to work effectively in a team
Benefits available:
* Some flexibility around working hours
* Beneficiary of our employee ownership trust and profit share scheme after one year's service
* Private medical insurance
* Access to financial advice as and when required
* Cycle to work scheme
* Adhoc team days and trips
If you are interested in finding out more and joining our friendly team, please send a brief covering letter and your CV to mail@hhfm.co.uk.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr