If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth.
Equally, if you just like being excellent Client Support then that is also great.
About the role
Located in Newcastle you will be joining our Hub team, where no two days will be the same. Support our Financial Planners and be a crucial part of the team ensuring their clients get a good administrative service, and they have you for their organisation and diary management.
A busy environment with lots to get involved with, we will help you learn our firm and products from the ground up. This opportunity is a great springboard into a career with one of the most exciting UK-wide Wealth Management firms. If you deliver, we are happy to support your RO exams.
Accountabilities
- Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
- Process new business applications.
- Co-ordinate Financial Planner’s diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Respond to email enquiries and liaise directly with clients.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.
Skills and experience
- Experience in a Wealth Management, Financial Planning or IFA firm (6mths minimum).
- A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the queue.
- Intermediate Excel skills - e.g. Pivot tables.
- Good communication skills, comfortable with numbers, and highly organised.
- Capable of fact finding and analytical thinking.
- Love it when you delight a client with great outcomes.
- Want to be part of a team that appreciates you - we know you as a person.
- If you are a graduate looking to move from a job into a career, if you meet the above, please apply (non-grads are also welcome).
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere in the UK or Europe for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
