Administrator

3 weeks ago


Kingston Upon Thames, United Kingdom Asset & Investment Management Full time

Administrator (Cover Letter required)

This is an exciting role for one who is keen to start at an entry level position and develop their knowledge, skills and experience within the Financial Services Industry. Asset & Investment Management are a firm of Chartered Financial Planners, based in Hampton Wick, with three advisors and twelve support staff. We are independent, whole-of-market and directly authorised by the FCA. We believe in investing in our people and supporting their development.

**Responsibilities**:

- Organising meetings between clients and advisors
- Providing support to the Paraplanners
- Preparing valuation reports and supporting documents for reviews
- Dealing with client queries
- Recent university graduate, school leaver, or someone seeking a new career
- Keen analytical skills
- Able to work effectively within a team and independently
- Able to organise and prioritise workload
- Able to communicate effectively and professionally

**Benefits**:

- Starting salary of £24,000 with scope to increase in line with qualifications and competence
- Support with qualifications. Exam sitting, and study material
- Flexible working environment, with the opportunity to work from home
- Opportunities to attend events for CPD
- 20 days holiday (exc Bank Holidays)

*Applications without a cover letter won't be considered

Pay: From £24,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person


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