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Financial Administrator

2 months ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

We are seeking a highly motivated and organized Graduate Financial Administrator to join our team at Financial Divisions. As a Graduate Financial Administrator, you will be responsible for providing administrative support to our wealth management team, ensuring the smooth operation of our daily activities.

Key Responsibilities:

  • Providing exceptional customer service to our high-net-worth clients
  • Assisting with the management of client assets and portfolios
  • Supporting the preparation of financial plans and reports
  • Collaborating with the operations team to ensure efficient workflow

About Us:

Financial Divisions is a chartered independent wealth planning firm located near Leatherhead. We offer comprehensive, whole-of-market financial advice to high-net-worth retirees, accumulators, local families, and small-to-medium business owners across Sussex, Kent, and London.

What We Offer:

  • Full training and support to help you grow in your role
  • The opportunity to study towards the Level 4 Diploma in Regulated Financial Planning
  • A competitive salary and benefits package

If you are a recent graduate with a relevant degree and a genuine interest in wealth management and financial planning, we encourage you to apply for this exciting opportunity.