Financial Planning Assistant

Financial Planning Assistant, Evesham

30 to 40 hours p/w (flexible hours available)

Competitive salary

The role

We are seeking a Financial Planning Assistant to join our busy team. This is an administrative role with a varied and interesting workload. Experience of working within an IFA business is preferred.

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.

About us

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 our company website for more details.

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

Our location

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

Please send your CV to our Commercial Director by email via the "Apply" button.