Trainee Financial Planning Administrator - Stirling, United Kingdom - Recruit UK

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Verified Company
Stirling, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
A small and collaborative company in Stirling are looking to bring on a Trainee Financial Planning Administrator.

This firm provides independent financial advice to their loyal client base whom they've been servicing for a number of years.

This will provide you with an opportunity to enter the Financial Planning profession with a clear cut career path.

Several members of the team joined in as an Administrator and are now Directors demonstrating their supportive learning environment is conducive of success.

This role will involve assisting the Financial Adviser throughout the life cycle of Financial Advice.

Duties can involve being the main point of contact for clients, processing core administrative tasks to external providers, liaising with third party providers over the phone, inputting client data into various platforms and assisting with suitability reports and annual reviews.

You will be trained to know everything that is required to fulfill the core duties of this role.

  • Committed to your professional growth and development in the long term
  • Collaborative as you will be working in a small team
  • Responsible for your impact in the business
  • Dedicated to providing the highest quality service to clients
  • Confident in your organisational skills
  • Good numerical ability

I
n return you will receive:

  • 11 training and mentorship
  • Tailored personal development plan
  • Inclusive and supportive environment
  • Generous holiday allowance
  • Pension
  • Qualification support & funding

Salary:
£20,000.00-£24,000.00 per year


Work authorisation:

  • United Kingdom (required)

Work Location:
In person
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