My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for a recent college leaver (A Level and above) or University graduate looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a strong desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week - 37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including: -
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating my clients back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including: -
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
Trading and New Business Processing including: -
-
On-line submission of pension and investment applications
-
Buying and selling trades on Investment Platforms
-
Submitting client’s income requirements
-
Fund switch trading on investment platforms
-
Checking completion of all trades
-
Medical underwriting applications with clients for life cover
Qualification Requirement
Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
Desirable – A Levels - 2 subjects C or above or equivalent
Desired skills and personal qualities
-
Communication skills
-
Attention to detail
-
Problem solving skills
-
Presentation skills
-
Administrative skills
-
Analytical skills
-
Team working
-
Patience
Benefits Package:-
