Trainee Financial Services Administrator

Trainee Financial Services Administrator London, England

Taylor James Professional Recruitment LTD
Full Time London, England 24000 - 28000 GBP ANNUAL Today
Job description

Taylor James are partnered with a chartered firm of financial planners based in the city of London who are looking to appoint an entry level/ junior administrator to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW & UHNW clientele.

This is a first class opportunity to develop a career within wealth management.

Duties & responsibilities will include: Full training will be provided

  • Supporting a Chartered Financial Planner & wider team.
  • Acquiring client portfolio valuations
  • Liaising with product providers
  • Actioning LOAs
  • Processing new business applications
  • To assist with the preparation of client facing reports
  • Adhere to internal processes & external compliance requirements
  • Provide regular feedback and updates to the team

The candidate:

  • Recent graduate (desirable)
  • Some relevant industry experience (desirable)

In return this entry level role is offering a basic salary of c £26,000 (negotiable) + full study support.

To be considered for this opportunity, please submit the latest version of your CV.

Job Types: Full-time, Permanent

Salary: £24,000.00-£28,000.00 per year

Benefits:

  • Company pension
  • Flexitime
  • Profit sharing
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in London

Reference ID: LDN0905A

Trainee Financial Services Administrator
Taylor James Professional Recruitment LTD

taylorjamesrecruitment.co.uk
Halifax, United Kingdom
Unknown / Non-Applicable
Unknown
Company - Public
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