Ashford
Full time
Permanent
Office based
About the role
This is a role for someone who likes getting things right and finishing them. It is also the usual first step for people who go on to paraplan with us, and we will support the exams if that is the direction you want.
Ashford is our head office as well as a planning office, so the administration team there supports both local clients and the wider group.
What you would be doing
Preparing new business paperwork and keeping client records accurate
Chasing providers for policy information and valuations
Booking annual review meetings and preparing the packs for them
Keeping the back office system up to date as cases progress
Answering client calls and dealing with everyday queries
At a glance
Salary
Competitive
Office
Ashford
Contract
Permanent
Hours
35 hours per week
Working
Office based
Reports to
Office Manager
Or email your CV to
jobs@absolute-financial.com
What we are looking for
Essential
Experience in a financial services or professional office role
Confident with Microsoft Office and comfortable learning new systems
Careful with detail and happy working to a process
The right to work in the UK
Nice to have
Experience with a back office system such as Intelligent Office
An interest in studying towards the Level 4 Diploma
What we offer
Salary of £26,000 to £30,000, depending on experience
Company pension scheme
25 days holiday plus bank holidays
Exam and CPD support, with study time
A clear route into paraplanning for the right person
How it works
01
Apply
Send us your CV and a note about the role.
02
We take a look
We will come back to you either way.
03
A conversation
About the role, your experience and what you are looking for.
04
Meeting the team
A chance to see where you would work, and who with.
