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- Graduate in Finance
- Working with Wealth Management Clients
- Development Opportunities
- Serve as the first point of contact for Partners, addressing queries and fostering strong working relationships.
- Prepare and manage documentation, ensuring new business packs are complete before submission.
- Liaise with providers to track application progress and keep clients and Partners updated.
- Collaborate with Partners and Paraplanners to meet client expectations and resolve any potential issues proactively.
- Prepare personalized client packs for Partner meetings and maintain compliant client files.
- Input and manage client data in back-office systems, ensuring tasks are actioned within agreed timescales.
- Assist with scanning, archiving, and uploading documents to maintain efficient records.
- Provide general support to the Private Client Services Manager and Partners.
- Participate in company training and development initiatives to enhance your knowledge and skills.
- Administrative experience within a financial advisory environment.
- Knowledge of pensions and investments.
- Proven ability to build and maintain professional relationships with high-net-worth clients and Partners.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Commitment to passing a basic financial industry exam within three months of employment (internal exam).
- Experience with systems such as Intelligent Office, Assureweb, and Voyant.
- Previous exposure to high-net-worth clients.
- Highly organized, able to prioritize tasks and meet deadlines under pressure.
- Strong communication skills with the ability to have challenging conversations confidently.
- Exceptional telephone manner and the ability to build rapport quickly.
- Integrity, discretion, and professionalism in handling confidential information.
- A self-starter who can work independently while being an effective team player.
