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Graduate Financial Administrator - Wealth Management Firm - Leatherhead (Up to £26k)

Financial Divisions
Posted 8 hours ago, valid for an hour
Location

Cobham, Surrey KT113QJ, England

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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  • A wealth management firm near Epsom is seeking a recent graduate or school leaver for an entry-level position.
  • The role offers a basic salary of £23k - £26k, along with benefits such as training and 25 days of holiday.
  • Candidates should have a relevant degree in fields like Maths, Finance, or Economics, or some basic work experience in financial services.
  • The firm specializes in providing financial advice to high-net-worth clients and emphasizes ongoing professional development.
  • A strong attitude and willingness to learn are essential for success in this role, as the position aims to nurture new talent in wealth management.

Graduate or School Leaver seeking first role in wealth managementWealth Management Firm working with HNW & UHNW clientsOffices near Epsom (Surrey)Full training, induction and study support£23k - £26k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 4 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.The business has won numerous awards and is very engaged in the local community and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.The Managing Director is creating a brand-new role for a recent Graduate with a relevant degree in Maths/Finance/Economics/Business/Accounting or similar who wants to take their first steps into the wealth management sector. My client will consider a non-graduate/school leaver who is smart, and has some basic work experience in financial services with some interesting hobbies away from work. A good attitude, a willingness to learn and the desire to get stuck in is vital for this role. You must want to move into financial services wealth management as a career and want to study towards the industry exams.Salary: £23k - £26k (negotiable)Death in Service, Critical Illness Cover, Income ProtectionFull training and onboarding25 days holiday + bank holidaysIf this role sounds of interest or any other roles I am working on please get in touch.

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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.