Financial Services Graduate Knutsford, England
Job description
Financial Services - Graduate
Our client is a Financial Services and Wealth Management business that was established in 2009. They provide financial planning services for high network individuals and manage over £250 million of assets for their clients. An exciting opportunity has arisen within their business for a Graduate to join them and develop their career further.
The Person:
· Have you completed University or College and looking to take your first steps into the Finance industry?
· Are you interested in Business/Economics/Finance?
· Are a confident communicator?
· Do you have a desire to learn new skills?
· Are you looking to pursue a career within a professional business and progress further?
· Do you have good administrative and IT skills?
The Role:
· Providing administrative support to the IFA Client Services Team and also providing administrative support to the Paraplanning team?
· Sending out documentation to clients
· Arranging client meetings and managing Financial Advisers diaries
· Responding to emails on a daily basis
· Responsible for distributing all incoming post
· Ensuring all client files are maintained and updated accordingly
· Answering all incoming calls in a courteous and professional manner
· Responsible for scanning confidential correspondence
· General administrative duties as required
The Benefits:
· Competitive salary based on experience
· 23 days holidays + all Bank Holidays
· 4 x Death in Service Benefit
· Employer Pension Contributions
· Financial support to encourage study for further advancement within the business
Job Types: Permanent, Full-time
Salary: £22,000.00-£27,000.00 per year
Benefits:
- Casual dress
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Sick pay
Schedule:
- 8 hour shift
- Day shift
- Flexitime
- Monday to Friday
- No weekends
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Knutsford: reliably commute or plan to relocate before starting work (required)
Education:
- Diploma of Higher Education (preferred)
Experience:
- customer service: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
