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.
JOB TITLE: Graduate Business Administrator (Wealth Management) – Progression to Client Relationship Executive
Reporting to The Business Manager
Our client is looking for a bright, conscientious individual to join them in a graduate entry position with exciting progression and full support for industry professional qualifications. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks.
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
HOURS OF WORK: Monday – Friday 09:00 to 17:00 - Office based
BENEFITS:
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
HEALTH & SAFETY: No current issues to report on site
This role will start in January 2025 and interviews will take place in December 2024.
To apply please send a CV to candidate@thegraduaterecruitment.co.uk quoting TGR3114A