Graduate Financial Services Administrator

Posted 15 October by We Are SSG
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Watson Evans Associates have been assigned by a growing firm of Financial Advisors who are looking to strengthen their team with the addition of a full time, permanent Financial Services Graduate.

This is a new role within the business, and you will be joining a successful and growing team. Depending on experience, your starting salary will be between £18,000 and £22,000.

Working to support a small team of paraplanners and financial advisors, you will be tasked with a wide range of admin related duties to include:

Updating client records, including creating new client files

  • Prepare files for meetings: valuations, money laundering checks, terms of business etc
  • General system administration
  • Processing new business paperwork
  • Report writing

You will ideally have some previous experience of working for an Independent Financial Advisor, and/or hold a relevant degree and seeking to develop a career in this sector. You will be quick to adapt and learn new systems and processes, as well as keen and enthusiastic to be part of a growing organisation.

For further information and to apply, please contact Oliver Watson quoting reference OW442.

Reference: 36360712

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