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£18000 - £20000 plus excellent benefits
We are delighted to be working with an award winning Chartered Financial Planning firm based in East England. As a result of continued growth, they now have an entry level role for a keen bright, motivated individual to join the office team.
This firm have recently been awarded “Best Employer in the Eastern Region” The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. Full training is provided within their internal training academy so that you can develop a long term career with them within their Employee Benefits division.
They will fully support you to undertake relevant exams via the Chartered Insurance Institute (CII) such as GR1. The role would suit a 6th form school leaver, University Graduate or someone with 12 months office experience looking to build a career within the Financial Services industry.
The role will be wide and varied to include:
  • learning about the types of arrangement that small to medium sized employers offer to retain and motivate their existing staff and attract new employees to join them
  • undertaking the administration of those schemes to include entering details of leavers and joiners to work place pension schemes, cash plans, group health and protection plans
  • assisting the client support team to strengthen and develop client relationships
  • liaising with employers and product providers via phone and email
  • basic duties such as opening the post, filing, scanning, answering the phone, greeting clients and guests.
About You:
  • Have attention to detail and accuracy
  • Desire to learn
  • IT literate - able to use MS Office suite to include Word, Excel and Outlook
  • Polite and friendly nature
  • Competitive Salary
  • 5% Pension Contribution
  • Subsidised Healthcare
  • Life Cover
  • Income Protection
  • Cashplan
  • Employee Assistance Programme
  • 25 days holiday + Christmas to New Year shut down + 1 day for Birthday + 1 day for Volunteering (subject to line manager approval)
  • Professional Subscriptions, Exams and Study Resources paid for
  • Cycle to Work Scheme
NB: Initially this role will be fully office based to enable appropriate training and development to take place but once established there would be an option to work up to 2 days a week from home.
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: