Job Description
Hybrid working, Bonus, Study Support & Career Progression Plan
An excellent opportunity has risen for a very well-established Wealth Management firm based near Chelmsford in Essex. Due to expansion and an internal promotion, they are now looking to take on a Financial Administrator within their team and offer them a clear career path. They have been providing high-quality financial and investment planning services to their clients for over 20 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty, a testament to this is that they do not advertise for new business, it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive, and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust and estate planning advice, across the Essex, Hertfordshire and central London region.
Experience is useful, but team fit, drive, attitude and personality are more important to them, as they can provide training to cover any skills gaps and knowledge. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow as well as someone with an interest and passion for financial services,I am looking for two types of candidates, someone with previous experience in a Financial Administrator position or who someone with fantastic organisation skills and work ethic,
The duties of the Financial Administrator role will be to work close with a couple of the Advisers, As a Financial Administrator you will be provided with support and training at every step, ensuring work is fully complaint and prepared to the exacting standards of the firm.
This is a fantastic opportunity for a talented individual who is looking to join an established but growing practice with a supportive culture where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.If this Financial Administrator opportunity is of interest, please contact or send your CV to Samantha at Financial Divisions.