An innovative private wealth management firm at the leading-edge of the financial planning industry, specialising in working with professionals and business owners. They provide a comprehensive, wealth management service which is tailored to individual requirements with a significant client base and over £100 million of funds under management. Their long-term working relationships are testament to the service and advice that they provide.
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.
Skills 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.
* Must have had previous experience on the phone.
* Exam Support
* Death in Service
* Health Cash Plan
HOLIDAYS: 20 days holiday plus an additional 3 days over the Christmas period & bank holidays
HOURS OF WORK: Monday – Friday 09:00 to 17:00 – Office based
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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