Junior Financial Services Administrator, Solihull (NT-2034)

Are you looking to kickstart your career in Financial Services? An exciting opportunity for a Junior Administrator to join a successful and growing Chartered wealth management firm!

Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. 

Established for nearly 20 years, the company is now looking for an Junior Financial Services Administrator to join the team, to continue developing on their solid foundations and excellent reputation.

This is an exciting opportunity to work within a dynamic and supportive environment, where you will receive training and support to develop your skills.

Key Responsibilities:

• Supporting the team in organising client meetings and appointments.
• Providing administrative support to the financial planning team, including data entry, filing, and record keeping.
• Maintaining accuracy of client information and assisting with the on-going management of the client

Requirements:

• A strong interest in pursuing a career in financial planning or wealth management.
• Excellent organisational skills and attention to detail.
• Strong communication skills, both verbal and written.
• Professional telephone manner
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work effectively in a team environment.
• 1+ years experience in an administrative role is essential.