Financial Services Administrator ( Trainee)

Trainee Financial Services Administrator

Hours Full Time, 8.30am - 4.30pm Monday - Friday

Location West Bridgford, Nottingham (NG2)

Salary £25,000 + benefits

This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team.

The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection.
As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients.

This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship.

The Role:
You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside.

• Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person)
• Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared.
• Ensuring all files are completed post review meeting and all client details are up to date.
• Maintaining accurate client records on Salesforce and updating workflows and management information.
• Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios
• Working closely with the Advisers to support client relationships

The Person:
The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services

• You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach
• You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment.

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application as they come in.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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