Minimum 20 hours a week, potentially increasing to full time work.
5 days a week (start times can be flexible). Salary to be discussed based on experience.
Responsibilities
- Showcasing the company’s values
- Booking meetings with clients.
- Handling withdrawal/contribution requests and switches (e.g. Personal Portfolio to ISA).
- Preparation of meeting documents and reports (Annual Reviews / New Client files).
- Producing and processing new business paperwork.
- Professionally communicating with clients via letters, emails, messages or telephone.
- Professionally answering inbound telephone calls, transferring, or taking messages.
- Following up with clients & providers for paperwork.
- Handling client requests (e.g. valuations).
- Proactively follow up on tasks to ensure they have completed fully.
- Working with a designated member of the team to establish working patterns and efficient communication.
- Providing cover for staff when they are away.
- Greeting clients at the door and preparing refreshments for their meetings.
Benefits
- Generous holiday allowances per year, with extra time off between Christmas and New Year.
- Competitive pay package with yearly reviews.
- Free car parking in Hadleigh.
- 8% pension contribution by Matthew Douglas.
- Opportunity to further career through training and qualifications (CII), funded via our training and exams policy.
- Matthew Douglas organises regular team events.
The company’s P.R.O.S.P.E.R. values are an essential part of the role. Matthew Douglas is a national award‑winning financial advice firm (Professional Adviser Awards 2026 Adviser Firm of the Year East of England, Adviser Firm of the Year Overall, Best Financial Advisers to work for 2026) and this is due to the relationship and respect the staff have for each other and the clients. It is something we look to hold ourselves to, and we hope you can, too.
If you are interested in joining our award‑winning team, we would love to hear from you. We welcome applications via email, in person, or social media.
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