Position Overview & Specifications
Taylor James are partnered with a chartered firm of financial planners based in the city of London who are looking to appoint an entry level/ junior administrator to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW & UHNW clientele.
This is a first class opportunity to develop a career within wealth management.
Duties & responsibilities will include: Full training will be provided
- Supporting a Chartered Financial Planner & wider team.
- Acquiring client portfolio valuations
- Liaising with product providers
- Actioning LOAs
- Processing new business applications
- To assist with the preparation of client facing reports
- Adhere to internal processes & external compliance requirements
- Provide regular feedback and updates to the team
The candidate:
- Recent graduate (desirable)
- Some relevant industry experience (desirable)
In return this entry level role is offering a basic salary of c £26,000 (negotiable) + full study support.
To be considered for this opportunity, please submit the latest version of your CV.
Job Types: Full-time, Permanent
Salary: £24,000.00-£28,000.00 per year
Benefits:
- Company pension
- Flexitime
- Profit sharing
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Ability to commute/relocate:
- London: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in London
Reference ID: LDN0905A