Details
1094947
University of Staffordshire
28/04/2025
Ongoing
Monday - Friday. Monday - Thursday 9am - 5pm, Fiday 9am - 3pm
Smart Casual
Pay
£22,880
£25,000
Description
Role
Our prestigious client are looking for a Member Associate to join their dynamic team. In this role, you will provide essential support to their Mentors, ensuring smooth operations and delivering an outstanding member experience. This position offers a clear path for professional growth, with opportunities to progress into a Paraplanner role and beyond.
The company is looking for a candidate with a strong interest in the financial aspects of the position.
This position is office based for 5 days a week.
Working days and hours are Monday-Friday. Monday-Thursday 9am - 5pm, Friday 9am - 3pm
Duties and responsibilities
- Support Mentors in managing client relationships and financial planning processes.
- Handle client communications, ensuring a high level of service and professionalism.
- Maintain accurate client records and documentation.
- Assist with administrative tasks to ensure smooth day-to-day operations.
- Work collaboratively with the wider team to enhance member experience and business efficiency.
Skills and experience
- Strong organisational skills with excellent attention to detail.
- A client-focused mindset with the ability to build and maintain relationships.
- Proactive approach to problem-solving and continuous improvement.
- Ability to work effectively within a team and independently.
- Eagerness to learn and progress within the financial industry.
Location
Newcastle-Under-Lyme
Benefits
- Career Growth & Development
- Supportive & Collaborative Work Environment
- Competitive Salary & Benefits
- Company events
- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- On-site parking