Graduate Financial Planning Administrator

1 month ago

London, United Kingdom Recruitment Rebellion Full time

Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm.

Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top

Do you have the positive can do approach that we a looking for and can you be the active contributor that will bring new ideas and help us drive the business forward?

This is a fantastic opportunity to play a key role in an established, forward-thinking and innovative financial planning firm. You'll play an active part in a young vibrant team that is continually looking to develop the services we offer our clients. You will receive our full support to develop your skills and, in return for your hard work, you will be given the opportunity to develop a long-term and fruitful career. The role you start doing with us could be very different from the one you will be doing for us in a few years time

Working with and supporting three advisers, the duties are important and varied and will increase with time:

- Assisting the advisers in client and general business administration.
- Provide a high level of technical and administrative support.
- Carry out financial transactions and trades
- Support the advisers with research and analysis for financial plans.
- New business submission and processing.
- Maintain and update back-office systems.
- Draft client correspondence, compile review packs and valuations and review meeting follow ups.
- Meet and greet clients in the office and be the first point of contact.
- Answer calls from clients and providers.

**Benefits**

Company pension scheme, generous holiday allowance, flexible working plus bank holidays, discretionary bonus.

**Essential Skills**
- Graduate, any degree with a preference for business, financial, maths or economics.
- A genuine interest in working in an office environment.
- Highly organised, methodical, disciplined, and meticulous.
- Strong communication skills and be able to work on your own initiative.
- Able to build trust and build and maintain credibility.
- The ability to deliver excellent client service.
- Able to cope with varying workloads and pressures.
- Experience in Word, Excel, and Outlook.
- Good decision-making skills.
- Be self-motivated with strong attention to detail skills.
- Able to listen and empathise.
- Hardworking with a high level of follow through skills.
- Keen to study for professional qualifications.

Keywords: Graduate, sales support, financial planning, wealth, IFA, report writer, CII, wealth, FCA, diploma, adviser, planner, financial adviser, pensions, life, investments, technical, Office 365, trainee.

**About Us**

Located in the City of London, we are a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enable us to provide the individual attention our clients deserve. We use a unique planning approach that focuses on our clients total financial picture. Our process allows us to create coordinated and effective solutions, designed to preserve wealth, maximise financial potential and achieve long-term goals. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£27,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: One location

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