Pensions/Mortgage Administrator
1 week ago
Trainee Wealth Planning Administrator Opportunity at Bourne End, Buckinghamshire
Salary: up to £26000 depending on experience
Are you working in pensions, mortgages, or protection and looking to broaden your horizons within Financial Planning?
Maybe you have experience in other areas of financial services, such as accounts or a platform/provider background and now wish to expand your knowledge in wealth management and embark on a career in financial planning.
About the Company:
An independent financial planning practice with 25 years of experience, creating strong client relationships based on understanding financial needs and aspirations.
The Role/Requirements:
- Collating client information
- Processing Investment Platform administration
- Conducting research
- Creating client illustrations
- Assisting in managing the advice process
This position is ideal for those interested in the financial services industry, eager to develop technical knowledge, and open to training on various investment platforms.
Benefits Include:
- Comprehensive training from experienced professionals
- Opportunity to work closely with a team for exposure to all aspects of financial planning
- Comfortable office environment in Bourne End with ample parking
- Generous salary and holiday entitlement
- Enhanced pension scheme
- Support for training and development with progression opportunities
If this opportunity excites you, don't hesitate to apply.
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