Join the team
We’re always looking for enthusiastic individuals to join our team.
Current Vacancy – Financial Services Administrator
We are looking for a talented administrator to join our client support team and work with our Client Relationship Managers (CRM) to deliver an exceptional financial life planning experience to our clients.
What will you be doing…?
Reporting to our Head of Business Standards, you will support the business, our Client Relationship Managers and our Financial Planners (FPs) in processing the workflows that underpin the service we provide to our clients.
£20,000.00-£25,000.00 per year
Financial Life Planner
Purpose of job
To develop and maintain relationships with existing clients in order to deliver financial life planning services and safeguard the income of the company.
These clients are based in Birmingham. They are complex and therefore require a high level of technical expertise.
The Senior Manager Overview: Serenity Financial Planning provides a Financial Life Planning service to its clients.
Our approach is relationship-based and allows us to work with clients over the long term to inspire them and motivate them to live their best life.
Our vision is to bring Financial Life Planning to as many people as possible so that they can live a life of freedom without worrying about money. This relationship-based approach means that we build deep and meaningful relationships with our clients where they view us as their trusted adviser.
Our advisers are expected to have more meaningful and exploratory conversations with our clients, coaching where necessary, in order to help them really think about what they want to achieve in their lives. We also help them understand the behaviours and actions that will maximise their chances of meeting their personal and financial goals.
We use sophisticated cash flow modelling software that makes financial planning come alive for our client’s, so they really engage with the planning process before we start looking at financial products.
Email firstname.lastname@example.org to apply
Click below for full job specifications
Want to know more?
Please send your CV to Tina Weeks in the first instance for an exploratory and confidential discussion. No agencies please.
Tel: 020 8440 4788
We love what we do and know you will too!
Serenity Financial Planning Ltd will not enter any commercial undertaking with any recruitment businesses on the basis of speculatively marketed CVs or telephone calls. Serenity Financial Planning Ltd hereby indemnifies itself against any costs, charges, recruitment fees or other liabilities relating to any recruitment business.