About Company
Kickstart your career in finance with Career.zycto! We are a dynamic and forward-thinking organization dedicated to nurturing emerging talent within the financial services sector. For an aspiring Financial Services Support professional, our collaborative environment offers an unparalleled opportunity to gain foundational experience, learn from industry experts, and contribute to meaningful client outcomes from day one. We believe in empowering our team members with the tools and mentorship needed to thrive, making us an ideal launchpad for your professional journey. Join us and discover a supportive culture where your growth is our priority.
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Job Description
Are you eager to embark on a rewarding career in financial services and seeking an entry point into a vibrant industry? Career.zycto invites motivated and detail-oriented individuals to join our team as a Financial Services Support professional. This entry-level role is perfect for someone with a genuine interest in finance, a strong desire to learn, and an unwavering commitment to exceptional client service.
In this pivotal support position, you will be instrumental in ensuring the smooth and efficient operation of our financial advisory services. You will work closely with experienced financial advisors, paraplanners, and administrative staff, gaining hands-on experience across a broad spectrum of financial products and services. Your daily activities will involve assisting with client documentation, preparing reports, maintaining accurate records, and providing administrative support that underpins our commitment to delivering outstanding financial guidance. This role offers an invaluable opportunity to understand the intricate workings of a financial firm from the ground up.
This is more than just an administrative role; it’s an educational pathway. We understand that you might be new to the industry, and we are committed to providing comprehensive training and continuous professional development. You’ll learn about investment principles, regulatory compliance, wealth management strategies, and the nuances of client relationship management. Our goal is to equip you with a solid understanding of the financial landscape and the practical skills necessary to build a successful career. We believe in investing in our people and fostering a culture of continuous learning and improvement.
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We are looking for someone who is proactive, has excellent organizational abilities, and possesses a keen eye for detail. Your ability to communicate clearly and professionally, both verbally and in writing, will be crucial as you interact with colleagues and, occasionally, clients. If you are a team player who thrives in a fast-paced environment and is passionate about helping others achieve their financial goals, then this on-site opportunity at Career.zycto in Ashtead, Leatherhead, is for you. Join us and become a vital part of a team dedicated to excellence and client success, making a tangible impact on our clients’ financial well-being.
Key Responsibilities
- Provide administrative and operational support to financial advisors and paraplanners.
- Assist in the preparation of client documents, reports, and presentations.
- Maintain accurate and up-to-date client records and databases.
- Process and track client applications, transfers, and other financial transactions.
- Liaise with internal departments and external providers to ensure timely service delivery.
- Handle incoming inquiries and direct them to the appropriate team member.
- Assist with scheduling appointments and managing calendars.
- Ensure compliance with internal procedures and industry regulations.
- Support the team with general office duties as required.
- Continuously develop knowledge of financial products, services, and market trends.
Required Skills
- High school diploma or equivalent.
- Strong organizational and time management skills.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional attention to detail and accuracy.
- Ability to work effectively both independently and as part of a team.
- A proactive and positive attitude with a strong willingness to learn.
- Demonstrated reliability and professionalism.
Preferred Qualifications
- A-levels or equivalent in relevant subjects (e.g., Business Studies, Economics, Maths).
- Previous experience in an office administrative or customer service role (even non-finance specific).
- Basic understanding of financial concepts or products.
- Enthusiasm for starting a career in the financial services industry.
- Commitment to pursuing further professional qualifications (e.g., R0 exams).
Perks & Benefits
- Competitive entry-level salary.
- Comprehensive training and development programs.
- Opportunities for career progression within the financial services sector.
- Support for professional qualifications and certifications.
- Generous holiday allowance.
- Pension scheme.
- Positive and collaborative work environment.
- Convenient office location in Ashtead, Leatherhead.
How to Apply
If you are ready to launch your career in financial services and become a valued member of the Career.zycto team, we encourage you to apply. Please click on the application link below to submit your CV and a brief cover letter outlining your interest in this role and why you believe you’d be a great fit. We look forward to reviewing your application.
