Graduate Financial Planning Administrator

Role: Graduate Financial Services Administrator

Location: Chobham, office-based

Salary: £24,000 depending on experience

Please note this is a full time office-based position.

This is an exciting entry-level opportunity for a Graduate to join a successful Financial Planning firm.

The role is for someone with a keen interest in Financial Planning to assist several Advisers of the practice with operational and technical administrative responsibilities. They have hired graduates over the past couple of years who are getting on exceptionally well.

Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to learn and develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.

Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role.

Study and exam support towards CII qualifications is strongly supported.

Role Duties include:

• Act as the point of contact between Financial Planners, Paraplanners and Clients
• Prepare client meeting packs & documentation
• Processing new business
• Managing the CRM, Salesforce
• Preparing illustrations and applications forms
• Updating client records
• Adhere to data protection & FCA regulations

Company Benefits:

• Discretionary annual bonus
• Free Parking
• Study support and genuine progression pathways

What's needed to be considered?

• Essential: Educated to university degree level with a 2:1 or above
• Keen interest in Financial Services, in particular Financial Planning
• Basic knowledge of financial products, particularly Pensions and Investments
• Team player, eager to share knowledge previously obtained as well as learn on the job

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.