Trinity Wealth Management Ltd
Location: St Albans
Finance: Salary or Allowance
Duration: Full‑time, Permanent
Activity: Administration
Posted: 12 Feb 2024
Closes: 11 Mar 2024
Related files: Job Description

Office Administrator

Trinity Wealth Management Ltd

Trinity Wealth Management is a firm of fee-based independent financial advisors in St Albans providing Financial Plans, cash flow forecasts, and Wealth Management, including Pension, Investment & Estate Planning 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 but also advise non-Christian clients too.

Opportunity:

We are looking for an experienced Office Administrator to provide a high-quality support service to Advisors and colleagues. The role also involves liaising with providers and clients so excellent communication, IT and teamworking skills are required.

Please refer to the Job Description for further details on the role and the skills/experience needed.

Location:  Office-based role working in our St Albans office with a possibility of a hybrid working arrangement on completion of the Probationary Period

Hours:       09.00 to 17.30, Monday to Friday

Holidays:  25 days annual leave plus Bank Holidays

Salary:       Competitive based on experience

Contract:  Permanent

Other Benefits: Pension Scheme

Website: www.christianfinancialadvisors.co.uk

Contact Details for Queries 

Please call or email Beverley:            

Telephone – 01727 851123

Email – Beverley.Taylor-Doe@twm.uk.com

To Apply for this Position

(To apply for this role you must hold an existing Right to Work, in the UK, status)

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

(Please Note: this advert is subject to early withdrawal in the event that a suitable candidate is identified)

Please mention OSCAR when responding.

Trinity Wealth Management Ltd

Our award-winning firm of Christian financial advisers is based in St Albans, Hertfordshire. We offer independent financial advice based on biblical principles and high quality, bespoke wealth management and investment strategies.
Address:
Cedar Court, 6c Parkway
Porters Wood
St Albans
Hertfordshire
AL3 6PA
UNITED KINGDOM