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A very well know IFA firm based in Taunton is seeking a Graduate Administrator, paying up to 30,000 plus bonus and benefits, to join the ambitious and rapidly growing team.
This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career.
You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following:
- Client Reviews
- Processing of new business
- Preparation of Compliance/ Provider documentation
- Fund Switches
- Plan Withdrawals
- Obtaining fund values from Provider
- Answering client queries etc.
The ideal candidate will be looking to have successful career within the Finical services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentor-ship and career planning. The ideal candidate will be a real-go-getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry!
If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
