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Wealth Management

Lloyd Recruitment - Epsom
Posted 11 hours ago, valid for 15 days
Location

Banstead, Surrey SM7 2AJ, England

Salary

£24,000 - £32,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Our client is looking for talented individuals for two roles in their wealth management firm: IFA Administrator and Trainee Financial Planner.
  • The IFA Administrator role requires experience in financial services administration, while the Trainee Financial Planner is aimed at motivated individuals eager to gain hands-on experience.
  • Both positions offer a competitive salary along with benefits and opportunities for career progression.
  • Candidates should be highly organized and detail-focused for the IFA Administrator role, while the Trainee Financial Planner should possess strong communication skills.
  • Experience requirements vary, with the IFA Administrator position requiring prior experience in financial services.

Wealth Management Opportunities - Join Our Client's Growing Team!

Are you ready to grow your career in financial services? We're seeking talented individuals for two key roles within a thriving wealth management firm:

IFA Administrator:

  • Your Role: Provide vital support to advisers, handling client administration, preparing reports, and ensuring compliance standards are met.
  • You Are: Highly organised, detail-focused, and experienced in financial services administration.

Trainee Financial Planner:

  • Your Role: Gain hands-on experience by shadowing senior planners, building client relationships, and developing your skills to become a fully-fledged adviser.
  • You Are: Motivated, a natural communicator, and passionate about working towards financial qualifications.

Why Join?

  • Competitive salary and benefits.
  • Clear career progression with full training and development.
  • Work with a dynamic, supportive team focused on your growth.

Start your journey in wealth management today - apply now!

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

ME14454

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