Fantastic opportunity to work for an established Financial Services Firm in Cardiff. We are a financial planning business focused on helping Individuals, Businesses and Charities make sound financial decisions. We put our clients at the centre of everything we do.
As a business we pride ourselves in having a clear and open approach that promotes a strong bond with both staff and clients. We believe that a healthy culture across the firm will delivering a real and sustainable transformation to our behaviour and enable the firm to flourish. Seeking to adopt the latest technology combined with a strong training and development culture helps us to stay ahead of the industry.
NTM Financial Services Ltd are searching for a graduate to work within the Financial Planning Team to provide business, technical and administration support.
The position is a mixture of client management, technical, administration and business management, with the ability to specialise as the firms grows.
Job Role
· Work with the financial planners to prepare for client engagement
· Work with financial planning modelling software
· Identify planning areas and products to enhance the firm’s services
· Prepare data and reports for the firm’s management and clients
· Understand how investment analysis is conducted to support the technical team
· Understand how and be able to work on the Client Records & Management system
· Liaise with the firm’s clients and deal with third-party businesses
· Ensure that compliance standard are met
· Manage the workflow for the office
· Communicate effectively with all members of the team
· Work towards a Chartered Qualification
This is an ideal opportunity for graduates to enter the financial services world and develop a career. Business, Financial, Accounting and Management candidates will be taking on an important role within a firm that has a strong positive culture. You will learn industry fundamentals in the best environment to have a rewarding career.
You will initially be required to adapt across a variety of disciplines and the firm will work with you to achieve further qualifications to enable you to specialise and build your income and career prospects.
Starting salary of £27,800 to £28,500 plus benefits and bonus. This is expected to rise (with specific qualifications) to £35,000 after 2 years.
25 days holiday (including Statutory dates) rising to 30 days in 5 years.
Pension, life cover, qualifications and exams paid for by the firm.
