Financial Administrator

3 weeks ago


Haywards Heath, United Kingdom Financial Divisions Full time

Are you recent graduate (Maths, Economics, Finance or similar) looking for an all-round financial administrator working within wealth management dealing with all aspects of a financial planning and financial advice?

My client, a wealth management firm in Haywards Heath have a loyal HNW client bank of local private individuals. This medium sized firm is well established with a full admin, paraplanning and support team to ensure the smooth running of the business.

Due to organic growth and lots of new business coming into the practice, the Managing Director is seeking a new Graduate Financial Administrator to join the team and support the entire function of the business. You will be working on obtaining clients' financialdetails, writing letters of authority and valuation, onboarding new clients, conducting ant-money laundering checks, speaking to product providers and preparing all meeting documents and necessary resources. You will take a leading role in managing the backoffice system.

This role will be suitable for a graduate with a relevant degree who is keen to get stick in and learn and ideally someone who is studying or wishes to study towards their Level 4 Diploma (DipPFS or DipFA). You will take home a basic salary of between £20k
- £25k and you may be eligible for a bonus.

You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. You will receive a full induction, a generous holiday allowance as well as an excellentpension contribution and you will be enrolled onto the bonus scheme.



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