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Graduate Financial Administrator - Route to Paraplanner Wealth Management Firm in Watford

Financial Divisions
Posted 6 hours ago, valid for 10 days
Location

Watford, Hertfordshire WD24 4LH

Salary

£25,000 - £30,000 per annum

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Contract type

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

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  • An established Independent Financial Adviser (IFA) firm near Watford is seeking a Graduate Financial Administrator or candidates interested in a career in financial advice and wealth management.
  • The role offers a basic salary between £25,000 and £30,000, depending on experience, along with a flexible working pattern and excellent benefits.
  • The position is entry-level and requires a relevant degree, with a keen interest in wealth management and financial planning; prior internships or placements are advantageous.
  • The firm has over 30 years of experience and provides comprehensive training, support for the Level 4 Diploma in Regulated Financial Planning, and a structured career plan.
  • Candidates will be responsible for end-to-end administration and back-office support, working alongside a small team of advisers servicing clients across Hertfordshire and London.

Offices near Watford - Full training, study support, structured career plan - £25,000 - £30,000 (DOE) basic salary, flexible working pattern plus excellent benefits

We are proud to be working with an established IFA with offices near Watford seeking a Graduates Financial Administrator or candidates seeking a career in financial advice/wealth management.They have been operating for 30 plus years and 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 and London. The business has c.6 Advisers overall who work with retirees, City professionals, families with varying levels of assets.The Managing Director is creating a brand-new role for a Graduate Administrator or candidates at the beginning of their career who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. This is an entry level role for a graduate with a relevant degree and has a keen interest in wealth management and financial planning. If you have completed an internship or a placement this would be highly advantageous. Full training and support will be provided within the role, and you will be encouraged to study towards the level 4 diploma in regulated financial planning. My client is committed to the growth and care of their staff, they offer a detailed career plan for all employees, including exam support, flexible working pattern and generous benefits.

A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £25k - £30k basic salary depending on your experience levels.If this 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.

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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.