Trainee Administrative Assistant (Ref:44198) | Celtic Financial Planning Ltd, Mold.

Posted 6 days ago

To apply for this vacancy you must be aged between 16-24, as this is part of Welsh Government funded program.

This is fantastic opportunity to join a quickly expanding Independent Financial Adviser firm in Mold. We are looking for an individual who is passionate about working in financial services and a person who is looking to make a successful career in the industry.

The title of the role is an Admin Assistant with the view to become a fully trained Paraplanner in the future. You will be working closely with a senior member of staff who will mentor you and fully train you, the company will pay all training costs where necessary.

This exciting role allows the right person to become involved in the start of a new business, with the opportunity to have a great deal of input and potential to move up in the company.

As an Assistant your duties will include:

  • Research and analysis for Financial Advisers
  • Obtaining valuations
  • Answering emails and inbound calls
  • Booking appointments and arranging seminars/meetings
  • Draft letters
  • Processing new business
  • Managing client information on our back office systems
  • Attending client meetings with Financial Advisers

Hours: 40 per week

Pay: National Minimum Wage

To apply: You MUST create an account & log in via the following website>> https://ams.careerswales.com/SelfService/ViewVacancy.aspx?vacancyId=44153

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