Member Associate

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

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