Trainee Wealth Administrator - Thornbury Recruitment Ltd : Job Details

Financial Services Administrator

Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so then i would love to speak to you about a new Financial Services Adminsitrator role!

Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!

What’s on offer:

• Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed
• Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities
• Full professional exam support - up to Chartered level!!
• Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning.
• Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.

Your Role:

As a Financial Services Administrator , you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:

• • Sending out Letters of Authority promptly.
  • Contacting pension and investment providers to gather information.
  • Completing information checklists upon receipt of information.
  • Creating plan summaries on receipt of LOA information.
  • Carrying out anti-money laundering (AML) checks using SmartSearch.
  • Processing new business applications, following up with providers, and updating client files with any progress.
  • Completing processing checklists, accurately updating New Business Book record, and creating fee invoices on Xero.
  • Sorting, scanning, and distributing incoming mail.
  • Franking outgoing mail and delivering this to the Post Office.
  • Completing cash balances carefully, making sure calculations are correct and recorded on the task.
  • Setting up meeting rooms ahead of time to make sure they are tidy and ready to use.
  • Arranging drinks and refreshments for client and internal meetings to create a welcoming environment.
  • Answering incoming calls and provide friendly, professional support

What We’re Looking For:

• A passion for finance and helping people make informed financial decisions.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication skills.
• A proactive attitude and willingness to learn.
• Ideally, some basic understanding of financial services or a related field (but full training will be provided!).

This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.