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Graduate or School Leaver - Entry Level Financial Administrator - Guildford

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Job Description - Graduate or School Leaver - Entry Level Financial Administrator - Guildford

  • GRADUATE OR SCHOOL LEAVER - FIRST ROLE IN INDUSTRY
  • £23,000 - £26,000 basic salary plus bonus
  • Near Guildford/Godalming
  • Working with HNW & UHNW clients

My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 7 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest.

The Managing Director is seeking to recruit a brand new Administrator and is open to taking on a school leaver or graduate who knows wealth management in the industry for them. An internship or some work experience within the industry will be helpful and make your application stronger, but the right attitude and willingness to get stuck in and learn will be vital for this role.

The Directors will support you with your studies towards the CII industry exams. If you aspire to be a paraplanner or adviser then there is a long term route for this. The MD is looking to offer £23k - £26k basic salary with an attractive benefits package including Death in service, Private Medical and Life Insurance. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch.

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