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Our client is a highly regarded national Wealth Management firm based in London, known for delivering intelligent wealth management solutions. With a strong presence established over several years, they have earned an excellent reputation for providing high-quality advice and maintaining an exceptionally professional and friendly approach to client service. Dedicated to delivering outstanding client outcomes, the firm operates with a steadfast commitment to quality, ethics, and the highest professional standards across all aspects of the business. Following consistent year-on-year growth, they expanded their team last year and are now seeking to further strengthen their workforce.
An exciting opportunity has arisen for a motivated and detail-oriented Graduate that has had some basic exposure to Financial Services, to work in their London Office. This full-time role involves working closely with advisers and paraplanners, providing vital administrative support to ensure efficient financial processes and superior client service. Initially, the position is fully office-based during the six-month probation period, transitioning to a hybrid working model (four days in-office, one day remote) thereafter.
Financial administration duties involve processing Letters of Authority, liaising with third-party providers, managing fund switches, pension transfers, ISA contributions, and preparing documentation for annual reviews. Additionally, the role includes maintaining and updating the bespoke CRM system, assisting with sensitive tasks like death claims, and working closely with advisers and paraplanners in both remote and office settings.
The ideal candidate will be a graduate with prior basic Financial Administrative or internship experience, ideally within financial wealth services. Strong organisational skills, attention to detail, and proficiency in Microsoft Office are essential, along with excellent communication skills to effectively liaise with advisers, clients, and third-party providers.
This opportunity offers a supportive team environment, exposure to diverse financial processes, and a chance to develop hands-on experience within financial services. If you are a diligent and enthusiastic individual eager to build a career in financial administration, please submit your CV to Joanna at Financial Divisions.
