Are you looking for a new position to utilise your experience within the financial services industry? Are you part or fully qualified with a drive to succeed and take initiative?
Our client is a local firm with national support systems. Based just outside the town centre in a beautiful part of Cheltenham, they have been running for seven years and following a busy 2019 are now looking to expand their team to enable them to not only provide a better service for their clients, but to further develop the business heading into 2020.
This position will support the company director, enabling them to have more time to meet new clients and establish better efficiency as the business grows.
You will have a passion for working in the industry, and ideally have some knowledge of Pensions & Investments, Mortgages & Protection, Wills & Trusts and Tax Planning. You may have a diploma and be part or fully qualified, potentially looking to develop to be an advisor at some stage (although this is not a necessity). You will need to think like an advisor, even if you don’t have the face-to-face meetings yet.
You must have a good working knowledge of Word and Excel and will be confident working on your own. Our client’s office is a small team environment where it will sometimes be just you so you will need to be proactive and creative to find the answers to enable you to get the job done in a timely manner. There is access to online modules and local training days which can be utilised to assist you to maximise your workload if needed.
We are looking for a confident candidate who can be shown something once and is then happy to get on with the job. This is a full time position, but our client is looking for the right fit for the business and is therefore prepared to be flexible for the right person. If the work is being done and the hours are being filled, they will look after you accordingly.
*Hooray is acting as an agency on behalf of the client for this position.
*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.
*Do you know someone for this role? Please enquire about our referral scheme!