Financial planner Work, Jobs in Laleham, Sry (with Salaries)

Investment Specialist Administrator
TrinityBridge —London
- Hybrid work
- Analysis skills
- Communication skills
- School
11d
Financial Planner - London
Mercer —London
- Full-time
- Business development
- Communication skills
3d
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Wealth Planner - Wealth Management
Barclays —London
- Financial services
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Paraplanner
Miller Knight Ltd —Lingfield
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
5d
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- Computer skills
- Communication skills
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Wealth Manager
Davy —London
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee assistance programme
Quick apply
5d
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
11d
Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
5d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
10d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Servicing Adviser
Miller Knight Ltd —Lingfield
- £50,000 - £65,000 a year
- Full-time
- Hybrid work
- Financial services
- Free parking
- Life insurance
Quick apply
5d
Financial Advisor
Prestige IFA Jobs —London
- £25,836.56 - £107,551.92 a year
- Full-time
- CRM software
- Business development
- Financial services
Quick apply
6d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
5d

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Investment Specialist Administrator

TrinityBridge -
London

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Job details

Permanent
11 days ago

Qualifications

Investment
Financial Conduct Authority guidelines
Analysis skills
Data management
Risk management
Multidisciplinary collaboration
Communication skills
A Level

Full job description

This is an exciting entry-level opportunity within TrinityBridge's Investment Specialist Team (IST), ideal for a school leaver, graduate, or someone at the beginning of their financial services career. The role offers broad exposure to the UK wealth management industry, supporting the team that acts as a key link between TrinityBridge's investment office, financial planners, business development teams, and clients. Working closely with colleagues across teams such as Marketing, Learning and Development, and Financial Education Services, the successful candidate will provide administrative and communication support while developing their understanding of TrinityBridge's investment solutions and services. This is a varied role requiring strong attention to detail, excellent communication skills, and a proactive approach, with opportunities for professional qualifications and long-term career development. Based in London, the position follows a hybrid working model, combining office and home working.

Key responsibilities

Provide proactive, high-quality administrative support to the IST as they strive to help the various distribution channels win and retain business. This will include the maintenance of investment-related materials (such as presentations) and preparation support for client facing activities (such as in-person meetings, conferences and seminars, and webinars).

Provide administrative support on behalf of the IST to the broader Wealth Planning channel, including Intermediary Partnerships, TrinityBridge’s Financial Planners and Paraplanners, the National Account Director, Business Development Directors, DDQ/RFP Specialist and the IFA Relationship team.

Help the IST to champion TrinityBridge’s investment philosophy to the firm’s clients. Support the team in extolling its benefits and articulating the ways in which the TrinityBridge approach and offering differentiates the proposition from those of peers and competitors.

Work with Marketing to support the maintenance and generation of material to aid the team and the distribution channels in the undertaking of their day-to-day duties and achievement of their wider goals. Manage and support marketing-related administrative activities, ensuring all collateral is up-to-date, accurate, compliant and on brand.

Stay fully abreast of developments and updates across key TrinityBridge funds and services – understanding the various investment teams’ investment philosophies, processes and propositions - in order to support the IST in fielding queries and requests about them accurately and in a timely manner.

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Likely an A-level school-leaver, or recent graduate, with a genuine and demonstrable interest in wealth management, investments, fund management, economics, etc.
Willing to study entry-level investment qualifications, such as the Investment Management Certificate (IMC) Level 4, as the role develops over time
Committed to personal development, with a demonstrable willingness to learn from those around you and constantly improve, through seeking and receiving feedback.
Excellent written and verbal communication skills
Keen eye for detail with a good blend of analytical and creative skills
Comfortable with data management and proficient in Microsoft Excel, PowerPoint, Word, Teams, etc.
A team player with a collaborative mind-set
Ability to work under pressure, multi-task and deal frequently with competing and/or unrelated demands from different areas of the business, whilst still producing work of a high standard
A positive and optimistic “can do” attitude

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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Refine Your Search

financial planner jobs in laleham, sry

Investment Specialist Administrator

Financial Planner - London

Wealth Planner

Wealth Planner - Wealth Management

Trainee Wealth Manager

Paraplanner

Retirement focused Financial Planning Manager – Leading Wealth Manager

Financial Advisor - Life & Inheritance Tax

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

Technical Administrator

Wealth Manager

Client Support Executive

Associate Financial Planner

Junior Financial Planner

Financial Planning (IFA) Administrator

Financial Planner

Financial Planning Administrator

Servicing Adviser

Financial Advisor

Financial Planning Associate

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