Trainee Investment Advisor

Accounting & Finance
Job Type:
Salary range:
£25,000 - £29, 999
£22,000 to £26,000 per annum
£22000 - £26000 per annum
Start Date:
Uxbridge Employment Agency
Job Ref:

Administrator - Financial Services


Up to £26k DOE

My client, a very well established and highly regarded company within their industry, are currently looking for an Administrator/Trainee to join their busy and successful team. This role would be ideal for a Graduate looking for a career within the financial services industry as there is opportunity to gain professional qualifications. Experienced Administrators from a similar background would also be ideal.

Role responsibilities:

• Administration support including preparing client portfolios

• Liaising with external parties

• Providing support to advisers and clients

• Actively keeping up to date with market and product knowledge

• Running regular reports and analysing data

• Checking client portfolios are accurate and any discrepancies are reported to the relevant advisor

The successful candidate will:

• Be highly accurate with a fine eye for detail

• Have very strong communication skill both written and verbal - you will be liaising with high profile clients on daily basis

• Be highly organised and efficient

• Have a real passion to learn and have a fire in the belly

This is a fantastic opportunity to really kick start a career within the financial services industry, you will be given in house training to really get you started then following probation, you will be offered the chance to gain industry recognised qualifications.

Applicants must be a driver with their own car due to the company location

We are an independent recruitment agency who are celebrating our 40th year of supporting local candidates find local opportunities. Based centrally in both Uxbridge & Windsor we offer permanent, temporary and contract recruitment services within Middlesex, Buckinghamshire, Berkshire and the West London region.

For the purpose of the Conduct Regulations please be advised that when advertising permanent vacancies we are acting as an Employment Agency and when advertising temporary/contract vacancies we are acting as an Employment Business.

We take your personal data seriously and take every step to protect it. To learn how we handle your data please visit our website where you can find our Data Privacy Notice.

Contact Details:
Uxbridge Employment Agency
Tel: 01895 520 700
Contact: Siobhan Joseph

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