Looking for a New Role?
Are You an Experienced Office Administrator?
Trinity Wealth Management is a firm of fee based independent financial advisors in St Albans providing Pension, Investment & Protection advice to high net-worth clients.
We take a holistic approach to financial planning and investment management. Our aim is to build long lasting relationships with our clients by providing a high quality bespoke service to meet their individual needs. Being a Christian company, we focus on Biblical Financial Planning for our Christian clients and apply similar principles to all our other clients.
We are looking for an experienced Office Administrator, on a permanent basis, to provide a high quality support service to Advisors and colleagues. The role involves dealing with back office systems, Excel, liaising with providers and clients so excellent communication and IT skills are required.
Location: Office based role working in our St Albans office
Hours: 09.00 to 17.30, Monday to Friday
Holidays: 25 days annual leave plus Bank Holidays
Salary: Competitive based on experience
Other Benefits: Pension Scheme
Contact Details for Queries or a copy of the Job Description
Please call or email Beverley:
Telephone – 01727 851123
Email – Beverley.Taylor-Doe@twm.uk.com
To Apply for this Position
Send (or email as above) your CV to:
Beverley Taylor-Doe at Trinity Wealth Management,
Cedar Court, 6C Parkway, Porters Wood, St Albans AL3 6PA
Closing Date for Applications: 10th July 2023
(the advert is subject to early withdrawal in the event that a suitable candidate is identified)