Financial Services Assistant

Recruiter
Reed
Location
Waterlooville, UK
Salary
Competitive
Posted
16 Sep 2019
Closes
23 Sep 2019
Ref
1239963849
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Chartered financial advisers based on the outskirts of Waterlooville are seeking a Financial Services Administrator Apprentice to join their family run practice. My client will support you through an apprenticeship in Financial Services, with internal progression opportunities available.

Beautiful offices with parking onsite, salary on offer between £17,000- £18,500 for a ambitious individual who is seeking a career within Financial Services services.

Ideal candidates will have worked within a Customer Services/ Administration role within a Financial Services related business. You will have excellent communication skills, and work well in a team.

Duties such as...

Covering all aspects of office administration.

Working with Paraplanners and client managers providing support where necessary.

Liaising with providers for collation of client information.

Preparation of paperwork for client meetings.

Diary management for Financial Advisers.

This is an excellent opportunity for somebody who is passionate about building a career within Financial Services, working for a highly successful Wealth Management practice who will provide 5* training and support.

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