Graduate Business Administrator

The Graduate Recruitment Specialist Ltd. Web; Northampton; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial planning firm seeks a bright graduate for an entry position, focusing on supporting Advisers and Client Relationship Executives. This role involves preparing client documentation, maintaining databases, and direct client communication, with full support for professional qualifications.

Benefits

20 days holiday plus 3 extra for Christmas

Death in Service

Health Cash Plan

Exam Support

Qualifications

• Degree educated.
• Knowledge of Word and Excel.
• Experience in client communication.

Responsibilities

• Prepare client valuations and update the database.
• Scan and input completed Fact Finds.
• Setup client files and ensure diary maintenance.

Skills

Word

Excel

Communication

Education

Degree

Job description

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.

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.
• 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.

Skills Required

• Degree educated
• 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 a methodical, ordered, and structured approach to tasks and working with numbers.
• Must have had previous experience on the phone.
• Exam Support
• Death in Service
• Health Cash Plan

HOLIDAYS: 20 days holiday plus an additional 3 days over the Christmas period & bank holidays

HOURS OF WORK: Monday – Friday 09:00 to 17:00 – Office based

HEALTH & SAFETY: No current issues to report on site

Please complete the below web submission form and a consultant will be in touch soon.