Working with Us
Total Wealth Planning’s qualified Independent Financial Advisers follow a programme of Continuous Professional Development and all advisers work to the highest standards set within the financial services industry. Many of our advisers hold advanced certificates in complex financial planning areas and are members of the Chartered Insurance Institute. We will ensure that the advice our clients need will be provided by the most suitably qualified advisers.
Current Opportunities at Total Wealth Planning
Administrator required for our Head Office in Reigate
This is an exciting role for an experienced administrator / senior administrator to step up and help build a new and unique Independent Financial Advisory Firm. As an administrator you will be responsible for following processes and procedures that allow the service propositions to be fulfilled in the most efficient way whilst delivering the highest levels of customer service to both internal and external customers.
It will be your responsibility to support our growing number of Financial Planners and part of your role will also include being the first point of contact for many of our clients. You will be required to work in a team environment and expected to go that extra mile ensuring that clients are treated with great care and attention.
You will be reporting directly to the Office Manager. This role would suit an individual with a proven track record of working within a fast-paced environment and ideally an innovative advisory business.
Competitive salary and benefits offered for the right individual.
Please send your CV to us by post or email us at firstname.lastname@example.org