Trainee financial adviser Work, Jobs in Epsom, Eng (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
3d
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
5d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Trainee Mortgage Advisor (Wallington)
Jigsaw Financial —Wallington
- £26,000 - £60,000 a year
- Full-time
- Sales
- Basic maths
- Financial services
- Life insurance
Quick apply
Business Development Executive
Skybound Wealth Management —London
- £24,000 - £28,000 a year
- Hybrid work
- Business development
- Communication skills
- Tax experience
Mortgage advisor (Self-Employed)
Gordon Blair Financial Services —London
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Basic maths
- Work from home
- Referral programme
Quick apply
Privat Client Senior Manager- Trust Specialist
Cooper Parry —London
- Full-time
- Remote
- Tax experience
Private Client Compliance - Trusts Manager
Cooper Parry —London
- Full-time
- Remote
- Tax experience
Financial Services (Regulatory) Associate Director
Osborne Clarke —London
- Financial services
Gateley IP Trade Mark Legal Director / Partner
Gateley —London
- Hybrid work
- Annual leave
- Employee assistance programme
Corporate Associate / Senior Associate
Gateley —London
- Hybrid work
- Negotiation
- Annual leave
- Employee assistance programme
Technical and Training Manager
Saffery —London
- Full-time
- Microsoft Powerpoint
- Continuous improvement
- Accounting
6d
Solicitor, Disputes (Digital Legal Delivery) 12 Month FTC
Herbert Smith Freehills —London
- Full-time
- Project management
- AI
3d
Commercial Property Solicitor
Mallory Pryce —London
- Hybrid work
- Business development
- Organisational skills
- Contracts
Quick apply
VAT Director
HW Fisher —London
- Hybrid work
- Microsoft Office
- Project management
- Mentoring
Quick apply
Private Client Tax Senior
Azets —London
- Full-time
- Annual leave
- Employee assistance programme
Quick apply
Solicitor/Associate - Regulatory & Data
DAC Beachcroft —London
- Hybrid work
Quick apply
Corporate Tax Senior Manager, Real Estate
Saffery —London
- Full-time
- Hybrid work
- Tax experience
- Profit sharing
- Annual leave
Secured Lending Solicitor
Mallory Pryce —London
- Hybrid work
- Business development
- Organisational skills
- Banking
Quick apply
Associate - Private Client Offshore (3-5 PQE)
Wedlake Bell —London
- Full-time
- Hybrid work
- English
- Annual leave
- Employee assistance programme

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
3 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

trainee financial adviser jobs in epsom, eng

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Trainee Financial Advisor

Trainee Financial Adviser

Trainee Mortgage Advisor (Wallington)

Business Development Executive

Mortgage advisor (Self-Employed)

Privat Client Senior Manager- Trust Specialist

Private Client Compliance - Trusts Manager

Financial Services (Regulatory) Associate Director

Gateley IP Trade Mark Legal Director / Partner

Corporate Associate / Senior Associate

Technical and Training Manager

Solicitor, Disputes (Digital Legal Delivery) 12 Month FTC

Commercial Property Solicitor

VAT Director

Private Client Tax Senior

Solicitor/Associate - Regulatory & Data

Corporate Tax Senior Manager, Real Estate

Secured Lending Solicitor

Associate - Private Client Offshore (3-5 PQE)

I want to receive the latest job alerts for trainee financial adviser in epsom, eng

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