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 advisers with the high‑level qualifications held by those with our client.
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.
* 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.
Qualifications/Knowledge/Experience required
* Degree educated
* 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 a methodical, ordered, and structured approach to tasks and working with numbers.
* 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
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 complete the below web submission form and a consultant will be in touch soon.
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