GRADUATE WEALTH MANAGEMENT ADMINISTRATOR (with 6 to 12 months Financial planning experience)
Wimbledon - To c £30/31k, excellent benefits package
Perfect opportunity for a talented individual to join an established Financial Planning team of a boutique independent firm where you will gain full exposure to all aspects of the financial planning cycle. . Based in Wimbledon, you will receive full study support and be encouraged to progress your skillset and enjoy being part of a very sociable team of people.
Opportunity Highlights
- * Amazing career opportunity with a competitive salary package!
- * Support established Financial Planners to achieve excellence relating to their Clients' journey
- * All-encompassing role preparing documents for meetings, diary management, assist in meetings with minutes, open and maintain client files, prepare LOAs, illusrations, portfolio valuations, ensure fund top us, wothdrawals, switches and rebalances are carried out whilst taking responsibility as the main point of contact for clients
- * Will suit either a recent graduate with a university placement/internship within ideally wealth management or a junior IFA Administrator looking to develop their career within this sector.
Cvs to Camilla Hoden.