A well-known IFA firm based in Taunton is seeking a Graduate Administrator, offering up to £30,000 plus bonus and benefits, to join its ambitious and rapidly growing team.
This is an excellent opportunity for a recent graduate interested in entering the financial planning and IFA industry. The company provides extensive training to support your career development from the ground up, helping you build a strong foundation for success.
Your role will involve supporting Paraplanners and Advisors with administrative tasks, with limitless opportunities for progression. Key duties include:
* Client reviews
* Processing new business
* Preparing compliance and provider documentation
* Fund switches
* Plan withdrawals
* Obtaining fund values from providers
* Answering client queries
The ideal candidate is aspiring to build a successful career within financial services and values working in a growing company that invests in its people through paid training, mentorship, and career planning. The candidate should be detail-oriented, possess excellent customer service skills, and have a proactive attitude towards a career in finance.
If you believe you're the right fit, please apply! This is a fantastic opportunity for a recent graduate to join a company committed to your growth and development.
Please note that this advert will remain open until the position is filled. Interviews will be conducted throughout this period, so early applications are encouraged to avoid disappointment.
Tate is acting as an Employment Business for this vacancy. Tate is committed to promoting equal opportunities and supporting candidates through accessible application and interview processes. We welcome you to share your preferred pronouns in your application.
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