Administrator/Trainee Financial Advisor
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?
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
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