Graduate Business Support

The Graduate Recruitment Specialist Ltd. Web; Greater London; On-site; GBP 21,000 - 25,000; Full time

Job summary

A financial services firm is looking for a graduate to join them in an entry-level position. This role offers exciting progression and full support for industry qualifications. Responsibilities include preparing client valuations, maintaining databases, assisting with client meetings, and various administrative tasks. The ideal candidate will be degree educated with strong communication and organizational skills. The position offers a supportive work environment with a focus on professional development.

Benefits

28 days holiday including bank holidays

Death in Service

Health Cash Plan

Exam Support

Qualifications

• Confidently communicate with clients and team members.
• Knowledge of Microsoft Word and Excel required.
• Ability to work under own initiative and manage priorities.

Responsibilities

• Prepare client valuations and update database.
• Scan and input Fact Finds into Back Office system.
• Open and distribute post efficiently.
• Set up client files for Admin Team.
• Input fee/commission figures into an Excel spreadsheet.
• Prepare meeting rooms for client meetings.

Skills

Communication skills

Organizational skills

Proficiency in Word and Excel

Teamwork

Education

Degree educated

Job description

Location Northamptonshire Salary Circa 25,000 plus full study support (CII) Sector Financial Services

Degree Discipline & Classification Degree educated UCAS Points N/A Job Ref TGR3143A

About Our Client

Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth.

They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services.

With a significant client base and over £200 million of funds under management, their long‑term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99% client‑retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisers with the high‑level qualifications held by those with our client.

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.

Qualifications/Knowledge/Experience 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.
• Exam Support
• Death in Service
• Health Cash Plan

Holiday

28 days holiday including bank holidays plus an additional 3 days over the Christmas period

Hours of Work

Monday - Friday 09:00 to 17:00 - Office based

1 st stage phone/Teams

2 nd stage face to face with a task to complete

Health & Safety

No current issues to report on site

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