Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
EGRecruiting is delighted to be recruiting for two Graduate Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
As a recent Graduate, this is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
Manage a caseload of learners and employers ensuring timely achievements and progression.
Support the raising of standards in accordance with the aims and strategic objectives of the organisation.
The role is to provide excellent teaching and learning sessions for Customer Service and Business Administration apprenticeship standards, both face to face and remotely.
Manage a caseload of learners and employers ensuring timely achievements and progression.
Support the raising of standards in accordance with the aims and strategic objectives of the organisation.
The role is to provide excellent teaching and learning sessions for Lean Manufacturing, Safety, Health and Environment Technician and Warehousing apprenticeship standards, both face to face and remotely.