Administrator / Researcher – Dartford

We are looking for a Junior Researcher to join our highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Junior Researcher you will also be given the chance to attain Industry qualifications.

Your responsibilities will include:

-Providing administrative support to Paraplanners and Advisers.

-Provide support in the analysis and reviewing of; pension transfers, income and flexi-access drawdown and ISAs.

-Developing and maintaining technical and industry knowledge to ensure continual development.

-Collating client information, and preparing documents for client meetings.

In the early stages you will have exposure to various administrative processes within the company. As a Junior Researcher you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You must possess excellent written and verbal communicative and numerate skills, be a pro-active team player and be able to work on your own initiative. Applicants from any academic discipline will be accepted – a degree is desirable but not essential for the right candidate.

Job Type: Full-time

Salary: £13,000.00 to £16,000.00 /year

Job Location:

  • Dartford, Kent

Required education:

  • Bachelor’s

Required experience:

  • Administration: 1 year

 

Application Form

  • Drop files here or

 

 

Want to know more?

Call us for a friendly chat on 01322 800 062 or email: services@ebagroup.co.uk

Suite C2 Water House, Texcel Business Park, Thames Road, Dartford, Kent, DA1 4TQ