At a Glance
- Tasks: Support financial advisers and manage client documentation in a dynamic office environment.
- Company: Join a thriving Independent Financial Adviser practice in Barnet.
- Benefits: Competitive salary, full training, study support for qualifications, and career growth.
- Other info: Perfect for recent graduates or school leavers eager to learn.
- Why this job: Kickstart your career in financial services with hands-on experience and professional development.
- Qualifications: Strong communication skills, attention to detail, and a positive attitude.
The predicted salary is between 25000 - 30000 £ per year.
A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications.
Key Responsibilities
- Providing administrative support to the Adviser and Paraplanner
- Processing new business applications
- Preparing client documentation and review packs
- Updating and maintaining client records
- Liaising with clients, providers, and platforms
- Assisting with onboarding new clients
- Managing correspondence and diary scheduling
- Supporting the day-to-day running of the office
About You
- Strong communication and interpersonal skills
- Excellent attention to detail
- Good organisational and time-management abilities
- Proficient in Microsoft Office
- Positive attitude and willingness to learn
- Interest in financial services
We think you need these skills to ace Trainee Financial Administrator, Barnet, North London, £25,000 – £30,000 + Benefits
Administrative Support
Client Documentation Preparation
Record Maintenance
Client Liaison
Onboarding Assistance
Correspondence Management
Diary Scheduling
