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Your new company
Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. They are located in a central and easily accessible area.Your new role
This client is looking for a motivated and enthusiastic individual to join their small team. You will be working closely with Paraplanners, Accountants, Financial Planners and Compliance specialists to contribute to providing holistic financial planning for clients. This is a fast-paced role and would be suited to an individual that enjoys working in busy environments.
Duties will include:

Act as a first point of contact for all visitors, offering refreshments and welcoming clients.
Answering phone call enquiries and directing appropriately
Contribute to monthly evaluations
Arrange and confirm client reviews
Manage appointment bookings for a busy diary
Create documents
Manage post, both incoming and outgoing
Assist with reporting and other ad-hoc Administration duties as required.
Working with Financial Planners to arrange and prepare for client meetings.
Ensuring accuracy of client records and data entry and calculations.What you'll need to succeed

Previous experience in the Financial Advisory sector is required for this role as you will need a good understanding of the running of the organisation.
Good literacy and numeracy skills and the ability to work to a high degree of accuracy.
Ability to communicate clearly and professionally.
Knowledge of financial processes.What you'll get in return
This firm has excellent employee retention due to their genuine care for individuals and opportunities rarely arise within this organisation. Their commitment to their employees is evident through their healthy benefit offering, great holiday scheme and company socials.

The annual salary is subject to experience.
28 days of annual leave - increasing with service.
Access to the pension scheme with free financial advice.
Company sick pay
Maternity, Paternity and Adoption pay
Flexibility to suit work/ life balance
Company events
Parking offeredWhat you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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