Graduate/ Entry Level Financial Administrator (Wealth Management)
Full study support to Level 4 Diploma, full training, and study support
Our client is a boutique Financial Advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and some protections. The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions. This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
They are looking for a Graduate/ Entry Level Financial Administrator wishing to enter the field or with some basic experience in a financial advisory business or similar, but who is certain that this is the right industry for them, the Managing Director is creating a brand-new post inside the company. Being the go-to person for the Paraplanning team and six advisers about administrative matters, you will collaborate closely with them. You will receive complete administrative training and support, and your technical knowledge and qualifications will be enhanced with the creation of a study support package.
This Graduate/ Entry Level Financial Administrator is a wonderful opportunity with an excellent benefits package of 25 days holiday, dental benefits, hybrid working and pension contributions. The Directors are looking to offer £23,000 - £27,000 basic salary. The client is offering this Graduate/ Entry Level Financial Administrator position 2 WFH days per week once established in the business.
If this Graduate/ Entry Level Financial Administrator role sounds of interest or any other roles, I am working on please get in touch. For more details please contact Sam at Financial Divisions