Junior Financial Services Administrator, Solihull (NT-2034)
Are you looking to kickstart your career in Financial Services? An exciting opportunity for a Junior Administrator to join a successful and growing Chartered wealth management firm!
Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.
Established for nearly 20 years, the company is now looking for an Junior Financial Services Administrator to join the team, to continue developing on their solid foundations and excellent reputation.
This is an exciting opportunity to work within a dynamic and supportive environment, where you will receive training and support to develop your skills.
Key Responsibilities:
- Supporting the team in organising client meetings and appointments.
- Providing administrative support to the financial planning team, including data entry, filing, and record keeping.
- Maintaining accuracy of client information and assisting with the on-going management of the client
Requirements:
- A strong interest in pursuing a career in financial planning or wealth management.
- Excellent organisational skills and attention to detail.
- Strong communication skills, both verbal and written.
- Professional telephone manner
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to work effectively in a team environment.
- 1+ years experience in an administrative role is essential.
Required skills
- Administrative
- Communication Skills
- Financial Planning
- Financial Services
- Microsoft Office
- Organisational Skills
Reference: 52555912
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'