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Trainee Financial Services Professional

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK Full time

Job Opportunity:

Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your skills in Paraplanning.

About the Company:

The company is a well-established, Top Rated firm specializing in investment and pension advice, with a strong client base. As an Administrator, you will provide essential support to financial advisers, ensuring smooth operations within the firm.

Your Key Responsibilities:

  • Prepare client packs and issue appointment notifications
  • Manage client data, update records, and maintain compliance documentation
  • Liaise with clients and third parties to gather necessary information
  • Process new business applications and manage workflow
  • Support advisers with diary management, meeting arrangements, and preparation of client-facing documents
  • Optimize back-office systems and maintain compliance standards

Benefits and Career Development:

  • Competitive salary
  • Support for career progression and qualifications within work hours
  • Hybrid working and carpool options
  • Opportunity to progress within the company into Paraplanning and Advice
  • Generous benefits, including PMI, pension, and support
  • Chartered and Top Rated firm

Requirements:

  • Previous experience in a financial planning or IFA environment
  • Excellent IT, communication, and organizational skills
  • Proficient in using financial advice software
  • Strong attention to detail and a proactive approach

Join a dynamic team and take the first step towards a rewarding career in Paraplanning.