Job Title: Branch Administrator
Location: Fareham, Hampshire
Salary: Up to £20,000 dependent on experience
Job Type: Full Time, Permanent – Monday to Friday 8.30am-5.00pm. Part Time is available on negotiation.
Temple Wealth was established in 2010 by a group of experienced Independent Financial Advisers with a view to creating a customer-centric company.
We are able to act on behalf of a wide range of personal and corporate clients, providing holistic financial advice for individuals and businesses.
In 2017, the company is proud to have achieved the title of Chartered Financial Planners. Chartered status is an objective mark of professional standing among all professions. It demonstrates our commitment to developing knowledge, enhancing capability and maintaining ethical standards.
About the role
We’re currently looking for a motivated, proactive and enthusiastic individual to support our Independent Financial and Mortgage Advisers and Paraplanners. You’ll be based in the Head Office working alongside the Paraplanners providing an efficient and accurate administration and support service.
Full training provided.
About you:
Essential
- Knowledge of the Financial Industry
- GCSE in Maths and English Language
- Good communication and written skills
- Good organisational skills
Desirable
- Good IT knowledge
- FCA Regulatory Knowledge
What we can offer you:
We’re a close knit and very supportive team who pride ourselves on ensuring our employees are well looked after.
With this particular role the training could lead you along the path of becoming a fully qualified Paraplanner.
We’re very much about on the job training, so we’ll give you all the support we can but it’s up to you to determine your own progression, and how long it’ll take you to get there.
Please click the APPLY button to send your CV and Cover Letter for this role.
Candidates with the experience or relevant job titles of; Accounts Assistant, Accounts Administrator, Paraplanner, Planner, Para-planner, Financial Advisor, Finance Planner, Financial Adviser, Pensions Administrator, ISA Administrator, Wealth Management Administrator, Investment Management Administrator, Personal Finance Adviser, Financial Services Support, Personal Finance Planner, Personal Finance Paraplanner will be considered for this role.
