Graduate Business Administrator – Progression To Client Relationship Executive

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.
JOB TITLE: Graduate Business Administrator – Progression to Client Relationship Executive
Reporting to The Business Manager
Our client is looking for a bright, driven graduate with an interest in financial services to join their team. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. This role offers progression in to a Client Relationship Executive role.
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.
• 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.
Qualifications/Knowledge/Experience required
Essential:
• Degree educated
• Confident computer skills
• 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 "an eye for detail"
• Have a methodical, ordered and structured approach to tasks and working with numbers.
• Must have had previous experience on the phone.
SALARY: Up to £24,000
HOURS OF WORK: Monday – Friday 09:00 to 17:00 - Office based
BENEFITS:
20 days holiday plus an additional 3 days over the Christmas period & bank holidays
Employer Pension Contribution
Exam Support
Death in Service
Health Cash Plan
This role will start in March 2024 and interviews will take place in February 2024.
To apply please send a CV to candidate@thegraduaterecruitment.co.uk quoting TGR3053A
https://www.thegraduaterecruitment.co.uk/vacancy/graduate-business-administrator