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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
