Financial planning assistant

The Wealth Group
10 Aug 2017
16 Aug 2017
Contract Type
Full Time

The Wealth Group

Financial planning assistant, Evesham

Competitive salary

30 to 40 hours pw

We are seeking a financial planning assistant to support the work of a technical paraplanner and a senior financial adviser. Experience of working within an IFA business is not essential. This is an administrative role with a varied and interesting workload. Training will be given as required.

Our ideal candidate will:

1.Be IT literate with a sound knowledge of Microsoft Office software.

2.Be pro-active and well organised in their work, a good communicator with an eye for detail, a good telephone manner and the ability to pick up new skills.

3.Be confident and personable around clients and colleagues, work well as part of a team and be looking for a long-term career move.

4.Have some experience working in a financial services environment or other advisory business.

We are able to offer flexible working hours for working parents and, depending on your experience and ability, may be able to accommodate part-time working.

The Wealth Group is an independent financial adviser based in Evesham. We deal with a range of individual and business clients and specialise in investments and pensions. See for more details.

Our team works in well equipped and open-plan offices in a supportive environment.

We are only a short walk from the town centre and the railway station.

Sample commute times to Evesham (minutes):




Worcester3025 (train)

Interested? Don't hesitate! Click "apply" now.