Financial Services Support Role
3 days ago
Elevation Wealth Management Limited is a fast-growing, privately owned practice providing corporate and private individuals with clear, independent financial advice. Our Apprenticeship Programme provides practical work experience to help you take the next step on the ladder towards a career in financial services.
About the RoleWe are seeking a driven applicant for our Technical Administration role in finance. As a member of our small team, you will be responsible for playing a vital role supporting our team of Financial Advisers with technical administration activities.
A typical day might involve chasing third party providers for information on clients, reviewing and analysing data to produce a summary report on your findings so our Financial Advisers are well-prepared for their forthcoming client meetings.
Training and DevelopmentYou will work towards your:
- Financial Services Administration Level 3 Apprenticeship.
- Level 2 Functional Skills in English and maths (if required).
Our training scheme includes rotations around different parts of the business to expose you to all elements of the Technical Administration role, while also supporting you in working with our apprenticeship provider to ensure you successfully pass study modules.
What We OfferIn addition to competitive pay, we offer a supportive employer environment, flexible working arrangements, and a birthday off work. You will also have access to ongoing training and development opportunities to support your career progression.
About UsElevation Wealth Management Limited is a leading provider of financial services, dedicated to delivering exceptional results for our clients. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the industry.
Salary InformationThe estimated salary range for this role is £22,000-£25,000 per annum, depending on experience and qualifications.
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