• Location Trowbridge, Wiltshire
• Salary £14,000 - £18,500 per annum
  
• Sector Financial Services - Financial Planning Administrator
  
• Job Type Permanent
• Updated 14th October, 2011

Montgomery Charles seek a career focused Graduate 2.1+/Financial Planning Administrator to join a friendly, busy and vibrant team.  A background in Maths, Economics & or Business Studies would be desirable. The successful candidate will demonstrate high inter-personnel and organisation skills and be ready to support the rapid growth of this dynamic financial planning practice. Professional qualifications and a background in financial services would be an advantage.

Montgomery Charles provides a fresh approach to wealth management. This unique boutique practice specialises in helping High Net Worth business owners and professionals become financially fit by delivering client centred, fee based holistic advice.

We pride ourselves on using high calibre back office systems and procedures that continue to evolve and improve our client’s experience. We are looking for a like minded individual eager to contribute new ideas and a desire to make a difference.

Key duties include

• General administrator support – emails/scanning/photocopying
• Inputting and updating bespoke client database
• Manage and prioritise own work load to meet deadlines
• Provide support to the Para-planning Team

Skills & Experience

• Require excellent IT skills to include MS Word, Excel & Outlook.
• Financial Services Background and/or qualifications an advantage
• Ability to work under pressure and to deadlines
  
• Excellent telephone and customer service skills
  

Based in pleasant offices in Trowbridge working full time, 37.5 hours per week. A discretionary bonus is paid quarterly dependent on experience, KPI’s & profitability. 28 days holiday (including bank holidays).

This is an exceptional opportunity for the right personality with the opportunity to develop your skills and ability to the best that they can be.

Contact us to apply>>

Index-linked National Savings are back on sale again. They are available only for 5 year terms (previously there was a 3 year term too) and the return is only 0.5% plus RPI and it is free of income tax (previously it had been up to 1% plus RPI).

However, if there is a tranche of money that you would like to protect against the effect of inflation without taking any risk to capital, then this is a good product.

If inflation (as measured by RPI) stays high (approximately 5%) then a tax-free return of over 5% with no risk to capital is obviously a good thing.

Have you thought about your retirement plan?

Retirement is an opportunity to enjoy a new phase in our lives in which we, and not others, manage our time. It is a big life change that can be hugely stressful, particularly if you are unprepared for it. But it can also represent a major opportunity. Many of us underestimate what a major change in lifestyle we face when we retire, so it is important to plan thoroughly. We want you to celebrate the positive aspects and enjoy your retirement worry-free!

Join us for a useful training event on MTA, combining it with useful tax advice targeted at dentists.

The sessions will be hosted by Bristol Endodontic Clinic on the following dates:

• 19th April 2011
• 10th May 2011
• 31st May 2011
• 19th July 2011