Home
London
Financial planner
Graduate Wealth Management Financial Administrator, London & Wimbledon, Circa £30,000, hybrid,

Graduate Wealth Management Financial Administrator, London & Wimbledon, Circa £30,000, hybrid,

Financial Divisions

Posted 3 days ago, valid for 19 days

London, Greater London EC1R 0WX

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

My client, a progressive chartered investment advisory firm, is seeking a Graduate Wealth Management Financial Administrator with at least 6 months of financial planning experience.
This position offers a hybrid working model along with study support and an excellent benefits package.
The role involves supporting established Financial Planners, preparing documents for meetings, managing diaries, and maintaining client files.
Ideal candidates include recent graduates with relevant internships or junior Financial Administrators looking to advance their careers in wealth management.
The company offers a competitive salary and is committed to helping you grow and develop your skills in a supportive environment.

Graduate Wealth Management Financial Administrator (with 6 months + Financial planning experience)

Hybrid working, study support & Excellent Benefits Package

My client is a progressive, independent, chartered investment advisory firm with offices in both London and Wimbledon, who due to expansion are looking to take on a Graduate Financial Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. This is an ideal chance for a gifted person to become a member of a well-established financial planning team in a boutique independent firm, where you will be fully exposed to every facet of the financial planning cycle. With offices in London and Wimbledon, you will benefit from complete study assistance, encouragement to expand your skill set, and the opportunity to work with a friendly and cheerful team of individuals.

The Opportunity - Graduate Wealth Management Financial Administrator

• Amazing career opportunity with a competitive salary package!

• Support established Financial Planners to achieve excellence relating to their Clients’ journey

• All-encompassing role preparing documents for meetings, diary management, assist in meetings with minutes, open and maintain client files, prepare LOAs, illustrations, portfolio valuations, ensure fund top us, withdrawal, switches and rebalances are carried out whilst taking responsibility as the main point of contact for clients

Will suit either a recent graduate with a university placement/internship within ideally wealth management or a junior Financial Administrator looking to develop their career within this sector.

The Company offers excellent benefits and will offer support to help you grow and develop your skills and fully support you in achieving your career aspirations.

If you are looking for new and exciting challenge this Graduate Financial Administration role could be for you, please do send your CV to Sam Negbenebor at Financial Divisions.

Apply now in a few quick clicks