Financial Administrator- full study support

Posted 23 October by Accountancy Divisions
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Central London

£28 plus full study support

Our client is one of London’s leading boutique Wealth Management firm, that work with high net worth and ultra-high net worth clients. They pride themselves on the quality of service they provide, in non-jargon terms to their clients, which has resulted in a consistent stream of referrals and new business.

As a result of this, they are looking for additional Financial Administration support for one of the Senior Partners and his team.

You will be working directly with the Adviser, their Paraplanner and Senior Financial Administrator, so you will gain excellent on the job training and mentoring from an extremely experienced group of people.

My client will take a graduate that has a good class degree and looking for an entry role into Wealth Management. They will provide full study support to enable you to gain your level 4 diploma qualification and full training. Duties will range from preparing pre client meeting packs, gaining letters of authority, checking clients anti money laundering documentation and liaising with product providers. In addition you will gain face to face contact with clients and deal with correspondence from both clients and providers.

This is an excellent entry role for a bright, confident and engaging graduate for this role, you must have gained twelve months experience within a welath management company

Reference: 41239605

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