Graduate - Financial Services

4 months ago


Knutsford, United Kingdom McGregor Recruitment Full time

**Graduate - Financial Services**

Our client is a Financial Services and Wealth Management business that was established in 2009. They provide financial planning services for high network individuals and manage over £250 million of assets for their clients. An exciting opportunity has arisen within their business for a Graduate to join them and develop their career further.

**The Person**:

- Have you completed University or College and looking to take your first steps into the Finance industry?
- Are you interested in Business/Economics/Finance?
- Are a confident communicator?
- Do you have a desire to learn new skills?
- Are you looking to pursue a career within a professional business and progress further?
- Do you have good administrative and IT skills?

**The Role**:

- Providing administrative support to the IFA Client Services Team and also providing administrative support to the Paraplanning team?
- Sending out documentation to clients
- Arranging client meetings and managing Financial Advisers diaries
- Responsible for distributing all incoming post
- Ensuring all client files are maintained and updated accordingly
- Answering all incoming calls in a courteous and professional manner
- Responsible for scanning confidential correspondence
- General administrative duties as required

**The Benefits**:

- Competitive salary based on experience
- 23 days holidays + all Bank Holidays
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Financial support to encourage study for further advancement within the business

**Job Types**: Full-time, Permanent

**Salary**: £19,000.00-£23,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Flexitime
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Day shift
- Flexitime
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Knutsford: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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