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TGR2261 Graduate Financial Services Administrator

This once in a lifetime graduate opportunity is perfect for a bright, focused and professional graduate looking to join the wealth management/financial services industry in a challenging and varied role, supported by professional qualifications and a comprehensive training program. You will use your excellent communication skills to liaise with clients on all levels as well as use your analytical, problem solving and project management skills to the test. The company are known for investing into their staff with support to study further qualifications and support them in their career goals.
 
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 £60 million of funds under management. Their long-term working relationships are testament to the service and advice that they provide.
 
JOB TITLE: Graduate Financial Services Administrator
 
PURPOSE OF ROLE:
 
Our client is looking for a bright, driven graduate with an interest in financial services to join their team.
This is a varied financial services role that will provide lots of opportunities to learn new skills in a professional firm which has a culture underpinned by continuous learning and improvement. This role supports progression and support to study professional industry led qualifications as your role progresses.
 
The core responsibilities are to support the CREs, Paraplanners and Financial Advisers with client servicing and key business support processes including:
 
·      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.
 
This role will be office based.
 
PERSON SPECIFICATION:
 
Essential:
·      Relevant Degree
·      Customer focused, business, financial experience – desirable
·      Strong professional work ethic
·      Friendly
·      Able to communicate well – Both Verbal and written
·      Outstanding organisational skills
·      Be a good team player with the ability to work on your own initiative.
·      Work on your own initiative and as part of a team
·      Have a great attention to detail
·      Have a methodical, ordered and structured approach to tasks.
·      Be computer literate, competent with Word, Excel, Outlook, etc.

 
HOW MANY ROLES: 1
 
HOURS OF WORK: Monday – Friday 09:00 to 17:00
 
SALARY: Up to £23,000
 
HOLIDAY: 20 days holiday plus an additional 3 days over the Christmas period & bank holidays.
 
BENEFITS:
         Employer Pension Contribution
•         Exam/qualification Support
•         Death in Service
•         Progression
 
HOW TO APPLY: To apply please send a CV to candidate@thegraduaterecruitment.co.uk quoting TGR2261grad