Management trainee Work, Jobs in Richmond (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
9d
Trainee Data Analyst
Société Générale —London
- Microsoft Excel
- Data analysis skills
- SQL
1d
Trainee System Administrator 2026
Oleeo —Wimbledon
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- IT
Trainee Financial Resilience Adviser
Citizens Advice —London
- £32,700 a year
- Hybrid work
- Annual leave
- Work from home
6d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Trainee Quantity Surveyor
RW Armstrong & Sons —London
- Full-time
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
2d
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Trainee Accountant
Tan Lam Partnership —London
- £25,400 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- QuickBooks
Quick apply
5d
Trainee Finance Resilience Adviser
Citizens Advice Westminster —Bayswater
- From £32,700 a year
- Full-time
- Hybrid work
- Microsoft Office
- Mentoring
- Annual leave
- Work from home
Quick apply
6d
Project Manager Apprenticeship - Heathrow Shared Apprenticeship Scheme
K10 Apprenticeships —Hounslow
- £14.80 an hour
- 8 hour shift
- Hybrid work
- Communication skills
Quick apply
Sales Management Trainee
Anchor B Ltd —Vauxhall
- £25,000 - £32,000 a year
- Part-time
- Hospitality
- Sales
- Customer service
Quick apply
11d
Trainee Asbestos Surveyor/Analyst
Pennington Choices Ltd —London
- £25,642.50 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- IT
- Health & wellbeing programme
- Annual leave
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Management Trainee - London
SIXT UK —London
- £32,330 a year
- Full-time
- Sales
- Customer service
- English
- Annual leave
- Employee assistance programme
Quick apply
11d
Trainee Estimator
RoofTech —Sutton
- From £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Life insurance
Quick apply
13d
Trainee Credit Controller
hireful —West London
- £24,000 a year
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
4d
Cargo Charter Sales Consultant - £35,000pa + 10% Uncapped Commission
Air Charter Service —Surbiton
- £35,000 a year
- Full-time
- Sales
- Business development
- Travel
- Gym membership
Quick apply
Intern Trainee - UK
Atlas Technica —London
- Full-time
- Customer service
- Windows
- Microsoft Office
Quick apply
SHE Advisor
M Group —Hampton
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Branch Management Trainee
Murger Han —London
- From £12.71 an hour
- Full-time
- Supervising experience
- Team management
- Driving
Quick apply
2d

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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
9 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

management trainee jobs in richmond

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

Trainee Data Analyst

Trainee System Administrator 2026

Trainee Financial Resilience Adviser

IFA Administrator

Trainee Quantity Surveyor

IFA Administrative Assistant

Trainee Accountant

Trainee Finance Resilience Adviser

Project Manager Apprenticeship - Heathrow Shared Apprenticeship Scheme

Sales Management Trainee

Trainee Asbestos Surveyor/Analyst

Trainee Wealth Manager

Management Trainee - London

Trainee Estimator

Trainee Credit Controller

Cargo Charter Sales Consultant - £35,000pa + 10% Uncapped Commission

Intern Trainee - UK

SHE Advisor

Branch Management Trainee

I want to receive the latest job alerts for management trainee in richmond

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