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Albert Goodman


Part-time Secretary – Chard

 

This is job share role to work on Monday and Tuesday (15 hours per week).

 

Applicants need to have good typing, IT and communication skills.  They must be flexible and willing to cover reception and general admin duties and

ideally be able to cover holidays and sickness absence on other days of the week.

 

NO AGENCIES

 

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AAT Technician – Yeovil

We are seeking a full-time AAT Technician for our Yeovil office, ideally with experience of working in a practice environment.

We are seeking an applicant who is not looking for further training towards other qualifications at this stage.

To apply, please see below.

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Technical Assistant / Administrator – Taunton (Maternity cover)
Albert Goodman Chartered Financial Planners are one of the largest firms of independent financial advisers in Somerset, providing high quality financial planning services to a wide range of business, professional and private clients, throughout the UK. We are seeking an experienced Technical Assistant/Administrator to work as part of the team providing an administration service to one of our Financial Planning Consultants.The role will involve:       

 

  • Research and information gathering       
  • Compliance of client files       
  • Development & maintenance of standard documentation       
  • Supporting the new business function       
  • Processing and tracking new business       
  • Communication with clients by letter and telephone       
  • Assisting with project work and other duties  

 

Applicants must be well organised with good personal time management and the ability to manage the time of others.  Must have good IT skills including quotations systems. Applicants will have excellent written and verbal communication skills, be educated to GCSE level and hold a Financial Planning Certificate. 

NO AGENCIES

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To apply for any of these positions please send your CV and a covering letter to: recruitment@albertgoodman.co.uk

www.albertgoodmancfp.co.uk  

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