Genuine Trainee Adviser role
Our client, a highly respected and long-established chartered wealth management firm has set up a new entity to specialise in UHNW clients and therefore is rapidly expanding to cope with demand. This therefore represents an outstanding opportunity for an early stages career Wealth Management/financial planning administrator to join an elite team and genuinely be supported to move into an advice role within the firm in the future.
Working closely with the Advisers, you will provide high quality administration support to clients that exceeds expectations. Daily, in-person, interaction and collaboration with clients, colleagues and Consultants is a central part of the role, fostering teamwork and efficient communication. The roe will involve aspects of Client Service and management, Administration, Training and development and compliance
To be considered for this opportunity, you will essentially possess:
1-2 years previous and relevant experience in fast-paced financial administration role
A good understanding of the financial planning/advice process
Experience and knowledge of retirement/pension and investment products
Good literacy and numeracy skills with a high degree of accuracy
Excellent interpersonal and organisational skills
Working knowledge of Microsoft Word and Excel packages essential
Knowledge of Intelligent Office an advantage
If you are a highly ambitious Wealth Management/Financial Planning Administrator looking to secure an opportunity to fully develop your career into an Advisory role this is an opportunity not to be missed!


CV to Jim at Financial Divisions