Graduate Wealth Management Financial Administrator (with 6 months + Financial planning experience)
Hybrid working, study support & Excellent Benefits Package
My client is a progressive, independent, chartered investment advisory firm with offices in both London and Wimbledon, who due to expansion are looking to take on a Graduate Financial Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. This is an ideal chance for a gifted person to become a member of a well-established financial planning team in a boutique independent firm, where you will be fully exposed to every facet of the financial planning cycle. With offices in London and Wimbledon, you will benefit from complete study assistance, encouragement to expand your skill set, and the opportunity to work with a friendly and cheerful team of individuals.
The Opportunity - Graduate Wealth Management Financial Administrator
• Amazing career opportunity with a competitive salary package!
• Support established Financial Planners to achieve excellence relating to their Clients’ journey
• All-encompassing role preparing documents for meetings, diary management, assist in meetings with minutes, open and maintain client files, prepare LOAs, illustrations, portfolio valuations, ensure fund top us, withdrawal, switches and rebalances are carried out whilst taking responsibility as the main point of contact for clients
Will suit either a recent graduate with a university placement/internship within ideally wealth management or a junior Financial Administrator looking to develop their career within this sector.
The Company offers excellent benefits and will offer support to help you grow and develop your skills and fully support you in achieving your career aspirations.
If you are looking for new and exciting challenge this Graduate Financial Administration role could be for you, please do send your CV to Sam Negbenebor at Financial Divisions.