Administrator/Trainee Financial Advisor

Premier Jobs UK Limited
05 May 2017
04 Jun 2017
Contract Type
Full Time

Are you keen to get into Financial Services with a progressive role to take you from being an Administrator through to becoming a successful Financial Adviser?

The Company

Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. Due to the company continuing to grow their team of successful Financial & Mortgage Advisors, they are looking for ambitious individuals to assist their existing Advisers with admin and PA support.

Roles and responsibilities

You will be supporting experienced Financial Advisers or Mortgage Brokers with administration by scanning documents, obtaining information, processing business. Plus, undertaking client relationship through liaising with clients to book meetings.

Training and development

You will begin your journey as an Administrator whilst receiving training for professional qualifications and on the job training with a view to becoming a Team Leader / Senior Account Manager, or become a Financial Advisor or Mortgage Broker. This company regularly introduce fresh ideas to their business to create innovative solutions for the client’s needs.

Requirements to be considered

This role will be ideal for hard-working and ambitious team players, with serious career progression and management opportunities available for the right candidates. In order to, be considered you should have financial services experience and a real desire to further your career within this exciting industry.


  • Starting salary of £16,000 plus bonuses, holiday and Christmas break
  • Dynamic environment with great team working ethic
  • Fantastic opportunity to transition from an Administrator through to being a Trainee Financial Advisor whilst learning your craft from experienced colleagues


Central London

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.