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Entry Level Administrator
HC Wealth Management – Bagshot, Surrey
£23,000 - £25,000 – hybrid working
Are you looking to start your career in financial planning? No previous experience required.
Opportunities to get into financial planning at trainee level don't come along very often.
HC Wealth Management is looking for someone who wants to learn, get stuck in and build a long-term career within the profession.
You don't need to arrive knowing everything. What matters more is that you're organised, interested in learning, prepared to take responsibility for doing things properly and you share our values.
If that sounds like you, this would be a great place to start.
The role
You'll join HC Wealth Management's support team and learn how a professional financial planning business works from the inside.
Working alongside experienced Financial Planners and the wider team, you'll gradually build your knowledge while helping to make sure clients receive a consistently high level of service.
There's plenty to learn, and as your experience and confidence grow, so will the role.
You'll get involved with things such as:
Who are we looking for?
We're not expecting you to be an expert in financial planning already.
We're much more interested in finding someone with the right approach who wants to learn and make something of the opportunity.
You'll need to be:
A bit about HC Wealth Management
HC Wealth Management is an established financial planning firm in Bagshot with a highly experienced team and a strong focus on looking after its clients properly.
For a trainee role like this, fit matters. The team wants someone who shares the way they like to work: acting with integrity, treating people with respect, taking accountability for what they do and being reliable.
We also believe in continuing to learn and improve, and in being forward-thinking enough to ask whether there's a better way of doing something.
Apply now
We're working with Recruitment Rebellion on this vacancy. Applications are open for up to 30 days but may close earlier if we find the right person.
If you require any adjustments during the recruitment process, please let us know.
