Only 6 months of experience required or no experience but with some industry exams completed.
Full Study Support
Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category with over £1m of assets to invest. This business has a team of 10+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering. Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Financial Administrator who can administer all the necessary client services and back-office administration from start to finish on behalf of a team of advisers. The business has recently joined a larger network and there is plenty of administrative work to be done.
You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation.
The role will be office based to begin with but then you can WFH a few days a week. If you are sitting any exams towards your level 4 diploma, a package of study support will be given to you. The Directors places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company...