Location: Reigate

Salary: £25,000 – £28,000

Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?

Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.

For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.

Any transferable skills from working within any area of financial services would be desirable.

Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.

The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.

Key attributes to be successful within the role:

  • Strong work ethic
  • strong customer services background
  • Thriving within a busy varied role
  • Can do attitude
  • Team player but also self-motivated and able to work on own initiative
  • Keen to learn and develop skills to ensure develop best competency within the role
  • Organisational and prioritisation skills
  • Strong attention to detail

If this role sounds as though it aligns with your desire to have a career within Financial

Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.