About us

Job description

Exciting opportunity to join a professional firm of Independent Tax-led Financial Advisers.

Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.

Duties to include;

· Produce client valuations

· Process both on-line and paper based new business applications

· Record details of new business and fees

· Tying of reports & letters

· Obtain and store quotations

· Dealing with client queries.

· Managing and coordinating annual client reviews.

· Processing investments, fund switches and sales documentation within SLA.

Job Types: Part-time, Permanent

Pay: £23,000.00-£25,000.00 per year

Additional pay:

Yearly bonus

Benefits:

Company pension
Flexitime
Free parking
On-site parking
Work from home

Schedule:

Monday to Friday

Ability to commute/relocate:

Torquay TQ2 7AQ: reliably commute or plan to relocate before starting work (required)

Education:

GCSE or equivalent (preferred)

Work Location: Hybrid remote in Torquay TQ2 7AQ

AAF Financial Ltd

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