Trainee Financial Services Administrator

Role Overview & Responsibilities

Taylor James are partnered with a chartered firm of financial planners based in the city of London who are looking to appoint an entry level/ junior administrator to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW & UHNW clientele.

This is a first class opportunity to develop a career within wealth management.

Duties & responsibilities will include: Full training will be provided

• Supporting a Chartered Financial Planner & wider team.
• Acquiring client portfolio valuations
• Liaising with product providers
• Actioning LOAs
• Processing new business applications
• To assist with the preparation of client facing reports
• Adhere to internal processes & external compliance requirements
• Provide regular feedback and updates to the team

The candidate:

• Recent graduate (desirable)
• Some relevant industry experience (desirable)

In return this entry level role is offering a basic salary of c £26,000 (negotiable) + full study support.

To be considered for this opportunity, please submit the latest version of your CV.

Job Types: Full-time, Permanent

Salary: £24,000.00-£28,000.00 per year

Benefits:

• Company pension
• Flexitime
• Profit sharing
• Work from home

Schedule:

• Flexitime
• Monday to Friday

Ability to commute/relocate:

• London: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in London

Reference ID: LDN0905A