Overview


Based Hackney
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, has recently embarked on a new adventure – setting up his own Mortgage and Wealth Management business, based in Hackney, London.

This is a fantastic opportunity for any trainee to join and become a part of an energetic, supportive close team, that currently stands at 4 people – 2 advisers, one administrator and one paraplanner. The opportunity will involve the successful new hire being trained and developing skills in all aspects of mortgage and IFA admin support to assist the 2 advisers, as the client continues to manage his built-up client bank as well as grow the business.

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 the main thing is attention to detail, a can-do attitude, and a desire to learn and develop skills in Mortgages and Wealth Management.

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 – Progression opportunities through to paraplanner is an option due to the fact that the current paraplanner will look to retire in a couple of years, and so it’s a fantastic chance for anyone to continue to build on from their admin skills and take on paraplanner responsibilities later down the line, whilst taking full advantage of training and mentoring from the current paraplanner.

This business has a proven track record of progressing staff and ensuring their happiness – something we have seen first hand after our last hire into the company 6 months ago is really happy, feeling thoroughly supported and has now been handed over the responsibility of the initial training and mentoring of this new hire.

Other benefits with this role include regular staff days out, discretionary bonuses and one of the main desirable features of this role is the office space. The office is based in a shared co working office – beautifully decorated and full of life and likeminded professionals making the most of the trendy set up and communal areas. Truly an exciting setting for anyone looking to embark on their career within financial services.

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.
  • 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.