Acumen Financial Partnership Ltd is a growing IFA company serving clients predominantly across the North West but with national reach. Highly principled, advice focused with a committed team, we are looking for an individual who shares our values for a customer service/administration role based in our new Burscough office.
Trainee Financial Planning Coordinator experience
Previous administration experience, sound knowledge of Microsoft Office, excellent interpersonal skills and enthusiasm are all essential; an Insurance / IFA background is preferred. Acumen encourages career progression and full training plus support for study towards professional qualifications will be provided.
Competitive salary, pension and benefits package commensurate with experience.
Please apply to Mrs J Murphy by email at jmurphy@acumenfinancial.co.uk providing both a CV and a personal statement.
Related Articles
-
NewsSeptember 17, 2014
Angela has been nominated as “Best Financial Advisor”
We are delighted to advise that Angela Maher, managing director of Acumen Financial Partnership, has.... -
Company NewsSeptember 25, 2014
Acumen offer free money advice at their Macmillan ‘Money Morning’
Acumen Financial Partnership have come together with leading Southport Accountants Kirkwood Wilson t.... -
Company NewsNovember 18, 2014
Acumen’s MD achieves Top Rated IFA in the Liverpool area
Angela Maher of Acumen Financial Partnership has been awarded one of the top rated scores with the o....