Clear Vision Financial Planning Ltd

A small family run company providing high class financial planning advice to help our clients live their best life both now and in the future.

14/05/2024
Part time
£25,000 - £30,000 yearly
Clear Vision Financial Planning Ltd
We are looking for an experienced financial services administrator to join our small family run financial planning business. We provide independent financial advice on pensions and investments to help our clients live the life they want both now and in the future. You will provide administrative and client relationship support to help administer and implement our clients’ financial planning strategies. As an essential part of the team, you will be key to delivering a first-class service and experience to our clients. The ideal candidate must be motivated, details orientated, organised and great at building relationships. We are a small team, so a can-do attitude is a must. Training will be provided, and the role will be varied and interesting. The Role Provide a warm, friendly and professional point of contact for clients and enquiries. Responsible for client meeting preparation and diary management. Obtain policy information, illustrations and...