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Taunton, Somerset
Administrative assistant
Trainee Financial Planning Administrator - Graduate

Trainee Financial Planning Administrator - Graduate

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Posted 5 hours ago, valid for 17 days

Taunton, Somerset TA4 1BY, England

Full Time

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Sonic Summary

This job opportunity is for a graduate or school leaver looking to start a career in financial advice with a growing Financial Planning firm in Somerset.
The position involves working as a financial planning administrator, providing comprehensive administrative support to the Financial Planning and paraplanning team.
Candidates should ideally have some office experience and possess strong customer service, communication skills, and a willingness to learn.
The role offers full training and future exam support to become a paraplanner or financial planner, with a focus on client administration and compliance.
Salary details are not specified, but the role is office-based and requires no prior experience in financial planning.

Career in financial advice
Graduate or school leaver
Development

Do you want to get into financial planning but have no experience, then this might be a great opportunity. Our client is looking to hire a graduate or school leaver who wants to build a career in financial advice.This great opportunity is to join a growing Financial Planning firm based in Somerset. Our client is looking to hire a graduate or school leaver to join them as a financial planning administrator to provide comprehensive administrative support to the Financial Planning and paraplanning team. They will offer full training and future exam support to become a paraplanner and financial planner if the individual is interested in this pathway. The admin team, work in a pod system supporting circa 10 financial advisors and 4 Paraplanners, allowing you to get to know the clients, financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. The role is office based so candidates need to be Somerset based. Once trained will have the follow responsibilities:

Respond to Advisor/client queries promptly.
Obtain information, plan valuations, key features and illustrations required by advisers to enable them to research clients’ needs prior to recommendations, as and when required
Process new business from submission to completion in adherence to the service standards and operational Wealth Management procedures and activity management
Maintain compliant client records on back-office system
Ensure scanning and saving of all documents to system in line with agreed file structure
Maintain compliant review dates for periodic assessments of suitability
Carry out all client administration in line with Compliance guidance as well as central policies and updates and department standard operating procedures
Increase your technical knowledge.
Assist with administrative duties as required by the firm.

An ideal candidate will have some office or working experience along with excellent customer service, written and verbal communication skills. Be open to developing a career within the financial planning space a positive can-do attitude and willingness to learn.

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