Graduate Business Support

Location

Northamptonshire

Salary

Circa 25,000 plus full study support (CII)

Sector

Financial Services

Degree Discipline & Classification

Degree educated

UCAS Points

N/A

Job Ref

TGR3143A

About Our Client

Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth.

They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services.

With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client.

Roles & Responsibilities

Our client is looking for a bright, conscientious individual to join them in a graduate entry position with exciting progression and full support for industry professional qualifications. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks.

Main Duties

Valuations: Preparing client valuations – gathering details of client holdings and updating database accordingly.
Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers.
Scanning: As directed by team members, scanning documents to the correct location.
Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
File Maintenance: Setup of client files for Admin Team.
Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change.
Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
Diary maintenance: Ensure that client review meetings and valuation are setup in the diary.
Client communications: Sending out appointment confirmation letter, quarterly newsletter etc.
Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet.
Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors.

Skills Required

Qualifications/Knowledge/Experience required

Essential:

Degree educated
Confident computer skills
Knowledge of Word and Excel
Be able to confidently communicate with clients, other team members via the phone and face to face.

Personal Attributes

Friendly
Able to communicate well – both verbal and written
Good organisational skills
Be a good “team player” with the ability to work under their own initiative and manage priorities/deadlines
Have “an eye for detail”
Have a methodical, ordered, and structured approach to tasks and working with numbers.

Benefits

Employer Pension Contribution
Exam Support
Death in Service
Health Cash Plan

HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period

HOURS OF WORK: Monday – Friday 09:00 to 17:00 – Office based

INTERVIEW PROCESS:

1^st stage phone/Teams

2^nd stage face to face with a task to complete

HEALTH & SAFETY: No current issues to report on site

Please do contact us for more information or visit our Linkedin page.

Job Vacancy