Trainee Administrator

4 weeks ago


StratforduponAvon, United Kingdom APR Full time

**My long term client is an established Independent Financial Adviser with over 40 years experience.**

**This is a professional Firm who have access to all the Insurance and Investment companies to provide best advice leading to the right products and service for it's clients**

They deal with ultra High Net Worth clients mostly in the investment and pensions marketplace and have their own Discretionary Service with substantial funds under management.

The quality offices are very close to Stratford-upon-Avon.

The ideal person will have the opportunity to grow with the firm which will provide good training, encourage study and qualifications with Financial Services exams,**
There is considerable scope to move further with administration to Clients Operations Executive and you may decide to aim for Paraplanning (report writing for advisers and their clients) and more technical admin or indeed to an Adviser.

**The role involves**:

- Maintain client records on their internal system and software.
- Produce client valuations and liaising with providers.

**You will require**:
Excellent spoken and written communication skills

Ability to multi task

Ability to work under pressure and meet deadlines

Work well individually and as part of a team (fitting in with existing quality team is essential)

Good organisation and planning skills

Attention to detail

This is an excellent opportunity to learn, grow, gain qualifications and move upwards in Financial Services where the rewards and professionalism can be considerable.


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