Role available January 2025
Interviews will take place in December 2024
This is an exciting opportunity to join 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.
Reporting to The Business Manager
Our client is looking for a bright, driven graduate with an interest in financial services to join their team. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. This role offers progression in to a Client Relationship Executive role.
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.
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.
*Must have had previous experience on the phone.
SALARY: Up to £24,000