Graduate Financial Services Business Support

2 weeks ago

Northampton, United Kingdom The Graduate Full time

Our client is a well established firm based wihtin the financial planning industry. They help there clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect and preserve wealth. 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. As a firm, they believe in serving clients at the highest professional and ethicalstandards, and are proud of their 99.9% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those at this firm. **JOB TITLE: Graduate Financial Services Business Support** **Reporting to The Business Manager** Our client are looking for a bright, driven graduate to join and develop a career, while being supported through training and professional industry led qualifications. You will be working assisting the Advisers, Paraplanners and Client Relationship Executivessupporting them with a variety of tasks. **Main Duties** - Valuations: Preparing client valuations - gathering details of client holdings and updating database accordingly. - 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 - ideally relevant to role - Local to the area and happy to be office based - Confident computer skills with knowledge of Word and Excel **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. **HOURS OF WORK**:Monday - Friday 09:00 to 17:00- Office based **BENEFITS**: Career progression to Client Relationship Executive and then progressing to Paraplanning/IFA/Business Manager 20 days holiday plus an additional 3 days over the Christmas period & bank holidays Employer Pension Contribution Exam Support Death in Service Health Cash Plan

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