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ADVISER ADMINISTRATION SUPPORT (excellent progressive opportunity) London-2 days in the officec

Financial Divisions
Posted 14 hours ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Salary

£30,000 - £36,000 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 offers a salary of over £30k along with a comprehensive benefits package.
  • The client is a prominent London-based financial planning firm focused on organic growth and employee development.
  • Candidates should have 6 to 12 months of relevant experience, although recent graduates with internships in wealth management are also encouraged to apply.
  • The role involves providing administrative support to established advisers and paraplanners, with opportunities for professional development and exposure to various business processes.
  • The benefits package includes a discretionary bonus, medical insurance, study support, and flexible working arrangements.

+£30k, great benefits package listed below

My Client is a leading London based firm of Financial Planners who like to create organic growth offering their existing staff the opportunity to excel and to explore personal development, whether this be within Admin support, Paraplanning, Compliance or Investment. They are now in a position to offer this opportunity to a talented individual interested in pursuing a career within wealth management.

** Work closely and provide full Admin support to two established Advisers and their paraplanners

** Opportunity to gain full exposure to new business processing, updating Client records, ensuring compliance, assist with developing new processes/systems, liaise with providers and clients and drafting basic reports and contributing to future projects

** Excellent training ground for an IFA Administrator with 6/ 12 months relevant experience

** Also suitable for a Graduate with an internship/university placement within wealth management.

** After a short period, you will be offered a 2 day in the office working pattern and full study support towards your Level 4 Diploma

** Your career will blossom with an opportunity to consider a move towards investment, compliance, operations, paraplanning as well as administration

** Great Benefits package includes Discretionary Bonus, Death in Service, Medical Insurance, Study support, 25 days holiday plus 8 bank holidays to increase, cycle to work scheme, flexible hours, company activity days and pension, 3 days working from home

For further information, please contact Camilla Howden.

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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.