Entry Level Financial Administrator( Wealth Management)- Full-Time - Career Progression -St Albans (Hertfordshire) -£22,000- £27,000 (DOE) study support plus excellent benefits/ hybrid workingMy client is a well-established independent financial advice business who 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 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 -Entry Level/Graduate Financial Administrator (Wealth Management)Assisting the IFAs and Mortgage Advisers in the preparation of files and records for clients.Preparation of reports and letters for Advisors and Paraplanner.Onboarding new client’s information onto their systemLiaising with third parties to gain information on client’s current policiesAttending client meetings.Acting as the first point of contact for all client communicationGood knowledge of Microsoft Office, would be very advantageousExcellent 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 role is on offer with an excellent benefits package . The Directors are looking to offer between £22,000- £27,000 depending on your experience levels. They would like someone to be office based to begin with, with the option of hybrid working after passing probationIf this 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 Divisions
Back to searchEntry Level Financial Administrator-St Albans-£22,000-£27,000 (DOE) study support plus...
Financial Divisions
Posted 12 hours ago, valid for 13 days
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- The position is for an Entry Level Financial Administrator in Wealth Management, located in St Albans, Hertfordshire.
- The salary for this role ranges from £22,000 to £27,000 depending on experience, and includes study support and excellent benefits.
- Candidates are expected to have at least 6 months of office administration experience or basic knowledge of the Private Client Wealth Management Sector.
- The role involves assisting IFAs and Mortgage Advisers, preparing client files, and acting as the first point of contact for client communication.
- The company is looking for someone who is organized and has a good work ethic, with the potential for career progression in a growing firm.
