Job Title

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 lookingfor 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 What You'll Be Doing: 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 Professional Development:You'll be enroled in the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, a structured programme of 6 modules typically completed over 2-3 years. All study materials and exam fees are fully funded. What you'll need to succeed What We're Looking For:Full UK driving licence and access to a vehicleExcellent attention to detail and organisational skillsStrong communi...