employment 4 students - The UK's most visited student jobsite

Menu

This job is no longer available, please Click here to find other similar vacancies.

Graduate Trainee IFA Sales Support Administrator

Coast Specialist Recruitment
Pay: 20000.0000 - 24000.0000
Location: Woking Woking United Kingdom
Category: Graduate
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time, Indoor , Daytime Work
Job reference: E05009048
Sales 2022-03-28 2022-08-31

Job Description

Our client, a well established Financial Advice practice firm in Woking are looking for a Graduate Trainee who is keen to develop a long term career in Wealth Management.

Your role will include:

  • Diary management/Arranging appointments,
  • Preparing advice and meeting documentation
  • Proof reading and formatting reports
  • Business processing
  • Documenting the advice process, meetings and client contact to ensure it is recorded accurately to demonstrate client servicing and meet regulatory requirements.
  • Client servicing requests
  • Compliance- Ensuring all relevant compliance is in place for practice and business submission
  • General office management including, answering the telephone/reception duties; ordering stationery, IT and postal duties.

It is essential that applicants are well spoken and able to liaise well at all levels. Interviews available immediately.

Apply Now

Enter your email address and we'll email you jobs like this!