Financial Services / Wealth Management - Graduate
Our client is a Financial Services and Wealth Management business established in 2009, providing financial planning services for high net worth individuals and managing over £250 million of assets. An exciting opportunity has arisen for a Graduate to join them and develop their career within Financial Services / Wealth Management .
The Person:
- Have you completed University or College and looking to take your first steps into the Financial Services / Wealth Management industry?
- Are you interested in Business, Economics, or Finance?
- Are you 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?
Please note: this role is primarily an admin role, and the successful candidate will be required to commit to this role for a period of time.
The Role:
- Providing administrative support to the IFA Client Services Team and the Paraplanning team.
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- Sending out documentation to clients.
- Arranging client meetings and managing Financial Advisers' diaries.
- Responding to emails daily and prioritising accordingly.
- Responsible for distributing all incoming post.
- Ensuring all client files are maintained and updated.
- 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.
- Flexible hours and 1 day working from home.
- 4 x Death in Service Benefit.
- Employer Pension Contributions.
- Financial support for further advancement within the business.
Job Types: Full-time, Permanent
Pay: £22,000.00 - £26,000.00 per year
Additional pay:
Benefits:
- Bereavement leave
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- On-site parking
- Sick pay
- Work from home
Flexible language requirement:
Schedule:
- Day shift
- Flexitime
- Monday to Friday
- No weekends
Education:
- Diploma of Higher Education (preferred)
Experience:
- Customer service: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
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