Your new company

Are you a motivated, detail-oriented individual with a passion for finance and a drive to succeed? This is your opportunity to launch a rewarding career in investment and financial planning with full support for professional development. Our client is looking for a bright, organised, and enthusiastic person to join the team. You’ll be part of a supportive environment where accuracy, initiative, and a positive attitude are highly valued.

Your new role

• Supporting colleagues, clients, and providers via phone, email, and written communication
• Preparing standard documentation and opening new client files
• Maintaining accurate client records and updating systems
• Conducting research on financial products and funds
• Performing compliance checks and assisting with policy updates
• Supporting financial record-keeping and data entry using SAGE
• Assisting Directors with ad hoc tasks and projects

What you'll need to succeed

What you'll get in return

This is a super opportunity to kick-start your career in finance / financial services.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.