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Wealth Management Firm + Flexible Working + Excellent Benefits
We are excited to partner with a well-established Independent Financial Adviser (IFA) firm located near Watford, seeking a Graduate Financial Administrator or an ambitious candidate looking to start a career in financial advice and wealth management.
With over 30 years of experience, this firm has built a strong reputation for delivering top-tier advice in areas such as pensions, investments, retirement planning, tax planning, inheritance tax (IHT), trusts, mortgages, and some protections. Their team of six advisers serves a diverse client base, including retirees, City professionals, and families with varying levels of assets, primarily across Hertfordshire and London.
This is a brand-new role, created by the Managing Director, for a graduate or someone early in their career. You will be responsible for end-to-end administrative tasks and supporting the entire back-office function of the business. This entry-level role is ideal for someone with a relevant degree and a passion for wealth management and financial planning. Internship or placement experience is a plus. The firm offers full training and support, including the opportunity to work towards a Level 4 Diploma in Regulated Financial Planning.
The firm is deeply committed to the development of their team, offering a clear and structured career progression plan, exam support, a flexible working environment, and an excellent benefits package.
If this role, or any others I am working on, is of interest, please contact Joanna Clark at Financial Divisions.
