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Wealth Management Opportunities

Lloyd Recruitment Services Ltd
Posted 4 days ago, valid for 12 days
Location

Banstead, Surrey SM7 2NN, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Join a thriving wealth management firm with opportunities for an IFA Administrator and a Trainee Financial Planner.
  • The IFA Administrator role requires experience in financial services administration and offers a competitive salary.
  • The Trainee Financial Planner position is ideal for motivated individuals eager to develop their skills and work towards financial qualifications.
  • Candidates should be highly organized for the administrator role and natural communicators for the planner position.
  • Both roles promise clear career progression and full training within a supportive team environment.

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!

Refer a friend and earn up to £500!

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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.