Position Overview & Specifications

About us

Lonsdale Services is a small business in Chippenham. We are professional, customer-centric, inclusive, and our goal is to help clients achieve their personal and financial goals.

Our work environment includes:

  • Modern office setting

This position requires someone who is highly motivated, organised, and cliebt focused. The successful candidate will be responsible for maintaining all related administrative tasks in a professional manner. Working in a team environment with the financial advisers you will be liaising with financial providers and clients to help maintain and implement client financial plans. Our organisation values hard work and attention to detail, so we're looking for an experienced and reliable colleague to join our team.

Responsibilities:

  • Prepare client financial reports
  • Work with Financial Product Providers to manage client investment plan
  • Create and maintain client records on back office systems
  • Create lifetime financial plans using cashflow software

Job Type: Full-time

Salary: £18,000.00-£26,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Chippenham: reliably commute or plan to relocate before starting work (required)

Education:

  • GCSE or equivalent (required)

Experience:

  • Administrative: 1 year (preferred)

Work Location: One location