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- Tasks: Support a financial adviser with administration and client servicing in wealth management.
- Company: Join a reputable St. James’s Place Wealth Management practice in Moorgate, London.
- Benefits: Starting salary of £23K, increasing to £24K after 6 months, plus 25 days holiday.
- Why this job: Kickstart your career in finance with full training and professional development opportunities.
- Qualifications: Must have A’ Levels and grade 5 or above in Maths and English.
- Other info: Dynamic office environment with a focus on client communication and attention to detail.
The predicted salary is between 18480 - 21600 £ per year.
Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you! We have an excellent opportunity to join an established St. James’s Place Wealth Management practice as a Junior Financial Adviser Administrator. This role will be supporting a financial adviser based in the Moorgate, London office with daily operational administration and client servicing.
Role Overview
This is an entry level Junior role, highly suited to an A’ Level school leaver, looking to develop their administration and client servicing experience supporting a financial adviser. As the role involves working within the field of wealth management / financial advice, it is really important for the individual to have a grade 5 or above in Maths and English as attention to detail and accuracy is really important in the role. The company will provide full training and development to provide a strong foundation in wealth management administration.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. Should you wish to complete further training and professional qualifications in this field, the company will also support the CII Level 4 Diploma in Financial Planning qualification as well as internally recognised administrative qualifications.
Role content:
- Full training will be provided on all of the following:
- Client / Team communication
- Pro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office support
- Dealing with client queries via telephone, email, face-to-face or in writing as required
- Administration
- Confident managing various administrative tasks with both speed and accuracy, multi-tasking.
- Liaising with internal central administration centres regarding client’s funds and investments
- Switching of client funds and processing funds
- Keeping all client data up to date
- Issuing and chasing letters of authority
- Using financial software to provide data analysis of clients’ funds and investments
- Producing personalised illustrations, and obtaining up to date wealth accounts
- Preparing meeting packs in advance of client meetings
Technical skills required
- Good level of computer literacy, including Word, Excel and Outlook. We will train you on everything else including all financial services CRM packages.
- Effective communication skills, not afraid to pick up the phone to chase information or provide an answer to a client’s query
Personal attributes
- Good energy and enthusiasm and the desire to succeed in the role!
- Professional and approachable manner to clients and colleagues
- Well presented
- Able to communicate with individuals at all levels, including those of high net worth
- Able to work in a high confidential and discreet environment
- High level of attention to detail
- Minimum grade 5 in GCSE Maths & English.
- A’ Levels completed (or due to be completed in June 2024).
- Able to travel to and work from our office in Moorgate
Additional information
- Salary: £23K starting salary increasing to £24k after 6 months in the role
- Role type: Employed role
- Location: Moorgate, London, EC2V (office based)
- Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.30am - 5.00pm daily
- Training: Full training shall be provided
- Holiday: 25 days plus bank holiday (paid holiday entitlement)
- Start date: February / March 2026
Sound Interesting? Feel free to apply online.
Financial Adviser Administrator (School leaver) in London employer: Your Resourcing Partner Ltd
Contact Detail:
Your Resourcing Partner Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Administrator (School leaver) in London
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even acquaintances who work in finance. They might have insider info on job openings or can put in a good word for you. Don’t be shy; people love to help if you ask nicely!
✨Tip Number 2
Prepare for interviews by researching the company and the role. Know what St. James’s Place Wealth Management is all about and think of questions you can ask them. This shows you’re genuinely interested and ready to dive into the financial world.
✨Tip Number 3
Practice your communication skills! Whether it’s over the phone or face-to-face, being able to articulate your thoughts clearly is key. Try role-playing with a friend or family member to build your confidence before the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re keen on joining us at St. James’s Place Wealth Management. So, get that application in and let’s get you started on this exciting journey!
We think you need these skills to ace Financial Adviser Administrator (School leaver) in London
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your Maths and English grades in your application. We want to see that you've got the attention to detail and accuracy we need for this role!
Tailor Your Application: Don’t just send a generic application! Take a moment to tailor your CV and cover letter to reflect how your skills and experiences align with the Junior Financial Adviser Administrator role. We love seeing genuine interest!
Be Professional Yet Approachable: When writing your application, keep it professional but let your personality shine through. We’re looking for someone who can communicate well with clients and colleagues alike, so show us your friendly side!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Your Resourcing Partner Ltd
✨Know Your Numbers
Since this role requires a good grasp of Maths, brush up on your basic financial concepts and calculations. Be prepared to discuss how you’ve used Maths in your studies or any relevant experiences.
✨Practice Your Communication Skills
As you'll be liaising with clients and advisers, practice clear and confident communication. Role-play common scenarios where you might need to explain something complex simply or handle a client query.
✨Show Enthusiasm for Learning
This position offers training and development opportunities, so express your eagerness to learn. Share examples of how you've taken initiative in your education or previous roles to develop new skills.
✨Prepare Questions
Have a few thoughtful questions ready about the company and the role. This shows your interest and helps you understand if it’s the right fit for you. Ask about the training process or what a typical day looks like for a Junior Financial Adviser Administrator.
