Northampton - Graduate Business Administrator (Wealth Management) – Progression to Client Relationship Executive

Their long-term working relationships are testament to the service and advice that they provide.

JOB TITLE: Graduate Business Administrator (Wealth Management) – Progression to Client Relationship Executive

Reporting to The Business Manager

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.

• 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

• 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.

• 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

Health Cash Plan

HEALTH & SAFETY: No current issues to report on site

This role will start in January 2025 and interviews will take place in December 2024.

To apply please send a CV to candidate@thegraduaterecruitment.co.uk quoting TGR3114A

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