Graduate Financial Planning Administrator

3 weeks ago

Putney, United Kingdom Green Financial Advice Full time

Are you ready to launch your career in the challenging world of financial planning? Have you already started your career and are looking for a change of direction? The opportunities and prospects in this industry are excellent - join us and you will receivefull training and support with professional qualifications.

Based in our office in Putney, this role is suitable for either a recent graduate or second-jobber. Were busy and keen to hire so please apply

Do you have the positive can do approach that we a looking for?

Do you have the excellent communication skills that will enable you to make a real impact on our small team and play a key part in the service that we deliver to our clients?

This is a fantastic opportunity to be an important member in an established, successful, and growing financial planning firm. It's an extremely responsible position and you'll get to work with, and learn from, respected industry professionals. You will receiveour full support to develop your skills and, in return for your hard work and commitment, you will be given the opportunity to develop a long-term and fruitful career. The role you start doing with us could be very different from the one you will be doingfor us in a few years time

**The role**

Reporting to our Practice Manager, the duties are important and varied and will increase with time:

- Create and maintain accurate client records on our back-office systems.
- Prepare client documentation for meetings.
- Ensure all documentation is processed accurately and in a compliant manner.
- Liaise with product providers.
- Produce portfolio valuations and ensure that any changes are carried out accurately.
- Act as a friendly point of contact for our clients.
- Organise review meeting and prepare all the required information.
- Other duties as required by management from time to time.

**Essential Skills**
- A recent graduate who wishes to get started in the industry or second jobber.
- Strong interpersonal skills and able to inspire confidence with our clients.
- Highly organised and disciplined.
- Show initiative and take personal responsibility for completing tasks.
- A positive attitude and willing to help others when required.
- Able to achieve set goals without supervision.
- Excellent time management and prioritisation skills.

**Additional Information**

The role is office based.

**Benefits**

Company pension scheme, 20 days holiday with time off between Christmas and New Year plus bank holidays, discretionary bonus.

**About Us**

Green Financial Advice Limited is a family-owned firm, founded and formed in 2009 by Ian and Melissa Green. Ian has been a financial planner since 1995. He provides a personal service for a limited number of clients and his view of financial planning forhis clients is very simple.

It is about ensuring they always have the right money, in the right place, at the right time in their life.

It is about discovering "How much is enough?"

It is about making sure that they can always enjoy the lifestyle they choose to lead and that their family remains totally financially secure - whatever happens.

It is about ensuring that their financial affairs are easy to understand and manage, with the minimum amount of time and stress.

We have a friendly leadership team with a combined experience of over 6 decades between us. The company is a business that is solid and stable and well set up for the future.

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