6 Month Fixed Term Contract
Career
A great opportunity for an individual to progress to Assistant Portfolio Manager within 2 years. You will provide administrative support to our team and learn the job from the ground up. Once you have passed probation we will support you in obtaining CISI level 4 and if you deliver well we will support your career growth.
The successful background for applicants will have at least 1 year in an accountancy firm, financial planning first, or carrying out other financial services type administration (we’d also love an ex-apprentice who wants a more dynamic career path). We have a small supportive team backed by a larger nationwide company.
About the role
Reporting to the Head of Harrogate Office, you will support our Portfolio Managers. We manage client investments and assets with trust a key value in how we work.
To be successful you should have intermediate spreadsheet skills (e.g. pivot tables, v:lookups), be personable, and willing to learn. In this role you will assist our management of high net worth clients and build up key skills for a future in our industry. You will be expected to learn to be 1st point of contact for inbound queries to support our clients in their needs.
Accountabilities
* Provide administrative support to our Portfolio Managers.
* Manage payment administration, set up new accounts, prepare client documentation.
* Produce and dispatch valuations and client packs (training given).
* Prepare investment review letters and monitor portfolios.
* Ensure all portfolios are updated and set up correctly.
* Adhere to all compliance procedures (as a regulated firm we value the ability to execute processes to a high quality with strong attention to detail).
* Act as a liaison point with other internal departments, ensuring any problems experienced by clients or the PMs are reported, challenged, or alternatively work together to make improvements.
* Develop skills to handle client queries and build relationships.
Skills and Experience
* 1+ years experience working with numbers (e.g. an accounts department or financial firm).
* Outstanding attention to detail (our clients expect the best!).
* Intermediate spreadsheet skills (Pivot tables, V:lookups).
* You like dealing with people and will have the opportunity to build a relationship-based career.
* Enjoy working under pressure and delivering to tight timescales.
* Discreet, confidential, and trustworthy.
* Enjoy attending our Harrogate office at least 3 times per week.
* Able to learn and follow processes and work efficiently.
* You love the idea that if you learn and work hard, you should progress within 2 years of starting this role.
Benefits
* Competitive pension scheme – employer contributes 6%, you contribute 3%.
* 26 days holiday plus bank holidays.
* Private medical insurance.
* Life assurance (4x).
* Group income protection.
* Flexible working policy.
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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