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Entry Level Financial Administrator - Career Progression (Private Wealth Management)-Hemel Hempstead

Financial Divisions
Posted 8 hours ago, valid for a day
Location

Hemel Hempstead, Hertfordshire HP11AB, England

Salary

£400,000 - £600,000 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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  • The position is for a Junior/Entry Level Financial Administrator at a well-established independent financial advice business.
  • The salary ranges from £18,000 to £22,000, depending on experience, with study support and excellent benefits included.
  • Candidates should ideally have some basic knowledge of the Private Client Wealth Management Sector or at least 6 months of office administration experience.
  • The role involves assisting Advisors, onboarding new clients, and acting as the first point of contact for client communications.
  • This opportunity is perfect for school or university leavers seeking a structured career in a growing and entrepreneurial environment.

Salary -£18,000 - £22,000 (Depending on Experience) - Study support plus excellent benefits - Client offers Career Development Plan

My client is a well-established independent financial advice business are looking for school/university leavers/ Graduate Financial Administrator looking for their first role. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.

The business has very ambitious plans to expand and grow organically and they are looking for a Junior/Graduate Financial Administrator to assist with the client side of the business. So, if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.

The role - Junior/Entry Level Financial Administrator

Are you looking for a career vs a job, then this is the role for you

Assisting Advisors in the preparation of files and records for clients.

Onboarding new client’s information onto their system

Great working culture

Acting as the first point of contact for all client communication

Good knowledge of Microsoft Office, would be very advantageous

Excellent organisation skills and good work ethic.

My client is very open with regards to what they can offer a candidate career-wise. The Financial Administrator role would be suitable for a candidate at the beginning stages of their career, who has either some basic knowledge of the Private Client Wealth Management Sector, or who has worked within an FCA regulated environment, or even 6 months plus office administration experience and is looking for a more structured career opportunity. The firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career.

The Directors are looking to offer between £18,000- £25,000 depending on your experience levels. They would like someone to be office based.

If you are a school/university leaver looking for their first role, this could be a perfect opportunity for you! If this Graduate /Entry Level Financial Administrator role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Division.

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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.