Undergraduate Summer Job - Financial Planning - Manchester

Located in Sale, Manchester, you will support with data entry, general client administration, diary management, and build up knowledge of our backend systems. You must be comfortable using Excel and learning our systems. Full training given.

Getting a growing mid-sized Wealth Management firm on your CV not only improves opportunities with us, it also unlocks graduate opportunities.

Accountabilities

• Provide admin support to our Financial Planners and office.


• Preparing pre client meeting packs and policy valuation summaries for our Financial Planners.


• Data entry for clients (e.g. updating changes to address details).


• Data maintenance aligned to policy valuations.


• Print and send prepared information and reports to clients.


• Speak with providers on the phone to chase information and progress cases.


• Support our Letter of Authority (requests for policy information) process - ensuring the correct authorisations have been given.


• Respond to email enquiries and liaise directly with clients under guidance of manager.


• Support Financial Planner diary management.
  
  Full training given, we just want someone keen to learn, with confident excel skills, a can-do attitude, who wants to open up potential career opportunities.


• Strong attention to detail is a must - our clients expect the best!


• Must be computer literate as you'll need to be able to learn our systems (we'll show you).


• Intermediate Excel (e.g. Pivot Tables).


• If you've worked in a professional office based environment before, flag that on your CV.


• Strong written English.


• If you have done data entry before, flag that on your CV.


• If you've had a part-time admin job, that's also useful to know.


• Ability to attend the office 5 days per week until you are up to speed (then we can have some more flex on home working).
  
  Do you want to build connections for when you graduate? Get Wealth Management on your CV? Potential to be rehired as a graduate?

We are a growing company and a person-to-person business. If you do a good job and we see potential, that can open doors. We need smart people to come in and support us with our annual administration peak. The job is not graduate level, but you will learn our back end systems and Atomos likes to re-engage talented people.

Previous people to support us in the summer have been hired permanently, had contract extensions, and secured graduate roles. We are a growing firm that values its talent and believes in building the best client service in the business.,
• £250 retention payment after 3mths.


• Pension - 6% employer and 3% employee


• Pro-rata 26 days holiday plus bank holidays


• Private medical insurance


• Life Assurance (4x)


• Group income protection


Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you gets to develop and grow.