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Wonderful opportunity for a talented graduate already demonstrating an interest in pursuing a career within wealth management either through an internship or placement in an administrative capacity. My Client is a highly successful Chartered Independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth management
Opportunity Highlights
- Excellent opportunity to work in a happy, supported team environment.
- This is a hybrid working role regarding job content offering a diverse list of responsibilities and great variety in your week.
- Your role will be split between an office-based Front of House Client facing reception and developing your knowledge within IFA Administration
- Will suit a graduate with front of office/reception experience and exposure to office admin work within financial services.
- As you settle into this busy team you will progress to gain exposure to supporting Paraplanners and Advisers with providing admin support including collating documentation, processing Letters of Authority, updating records, supporting the Paraplanners and Advisers with the Annual review process.
- Opportunity to study for the CII Level 4 Diploma ( RO exams)
- Great mentoring programme working with likeminded people.
If you have Client facing experience and are looking to start a career within wealth management, send your cv to Camilla Howden
