Salary: £24,000 – £28,000
Are you looking to kickstart your career within financial services? This opportunity could be the right next step for you. Our Client, currently a highly successful mortgage and wealth adviser within a family business, is now embarking on a new adventure – setting up his own Mortgage and wealth management business in London.
The client is looking for someone to work closely alongside him and embark on all aspects of mortgage and IFA admin support to assist him, as he continues to manage his built-up client bank as well as grow the business. Full training can be provided, the main thing is attention to detail, a can-do attitude, and a desire to learn and develop skills.
Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment. Equally, Anyone with direct IFA experience can thrive in this position as well.
The opportunity begins with full training to understand all aspects of mortgage and wealth management admin support if needed, and continued professional development will be encouraged. the client would love to see this person take on studies such as CeMap or the diploma in financial planning etc – and continue to build on from their admin skills and take on paraplanner responsibilities as well later down the line. If the right person wishes to move through to providing financial advice themselves eventually this too will be encouraged later down the line.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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.
It’s a unique setup, in that it’s a 1:1 support role to begin with – but as the business grows, the client intends to hire more people. For now though, the role will be based out of a fantastic shared office space based in Hankey. Flexibility to work from home on some days will also be there, so long as there is a balance with face-to-face interaction to help with training, development and general team morale building.
This is a fantastic opportunity for anyone interested in harnessing a career within mortgages and wealth management, who would enjoy working really closely with an adviser who will train and develop their skills and who would relish the opportunity to work with a growing business.
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 things that could be more suitable.