Financial Planning Administrator- Graduate / Traineeat CV Elite Ltd
CCV Elite LtdCentral London
Central LondonFull timeOn-sitePermanent
annual salary£30,000 – £40,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Monenti Partners as a Financial Planning Administrator and kickstart your career in financial services! This role offers a dynamic environment where you will support clients and be part of a talented team dedicated to excellence.
what you'll get
competitive salaryFrom £30,000 to £40,000 per annum
professional developmentContinuous Professional Development opportunities
pension schemeAttractive pension plan
what you'll be doing
1Client SupportAssist clients with their financial planning needs and queries.
2DocumentationPrepare and maintain essential financial documents and reports.
3CollaborationWork alongside experienced financial planners to enhance client experiences.
4ResearchConduct research to support financial strategies and proposals.
what you'll need
experienceGraduate or Trainee level
hoursFull time
startASAP
Attention to detailCommunicationTeamworkAnalytical thinkingTime management
CV Elite Ltd is hiring a Financial Planning Administrator- Graduate / Trainee in London. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.