Trainee Client Services Administrator - London, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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
To assist with the preparation of client facing reports
Adhere to internal processes & external compliance requirements
Provide regular feedback and updates to the team
Recent graduate (desirable)
Some relevant industry experience (desirable)
Organised & professional

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:
£20,000.00-£28,000.00 per year

Benefits: