Graduate Financial Planning - Bendish, United Kingdom - Tandem Financial

Description

Graduate required This is a fantastic opportunity to launch your career in financial planning. Join us and you will be mentored and supported with professional qualifications.

• Are you looking for a career in financial services?
• Do you live within 3040 minutes of Bendish, SG4 postcode?
• Are you looking for a 95 Monday
• Friday officebased role?

We are an established, successful, and financially secure business with a strong brand.

We have very high standards, a friendly team and we work in a lovely, newly renovated, grade II listed barn.

We are confident too, that we can offer you the career opportunitiesyou crave - this is not just a job we are offering, it is a career.

We are just not like most financial planning firms.

Please have a look at our Tandem Financial website and read some of the online articles that appear when you Google our company, or our MD, Paul Cleworth.

We are a learning environment, and we do things properly. We live and breathe our values of honesty and integrity, courtesy, efficiency, and service excellence.

You can be part of this.


The role

Working with Paul and our other team members, you will be responsible for business administration and client servicing tasks in the office.

As you progress with us, your responsibilities will increase, and your duties will change.

• Submitting and processing new business.
• Communicating with our clients to develop the relationship.
• Producing new quotes and obtaining valuations.
• Liaising with the financial providers, investment companies and other third parties that we use.
• Using specialist software including Transact and Intelliflo.

Essential Skills

• Live within easy commuting distance of our office in Bendish.
• Be able and willing to work in our office every day of the week.
• Be able to drive.
• Personable, confident, ambitious with a positive attitude and keen to progress.
• Be a team player and keen to join a small dynamic team.
• Be an ideas person who strives for efficiency and wants to have an impact on our business.
• Strong in Maths, English and IT skills.

Keywords:

administrator, client relationship support, trainee adviser, trainee paraplanner, HNW, pensions, investment, tax planning, estate planning, insurance, Intelligent Office, Transact, Fidelity, Nucleus.

Additional information
We have a fantastic working environment with ample free parking.


Benefits
Study support, bonus, pension, DIS and other benefits.


About us
We are an established award-winning financial planning firm based in a lovely, renovated barn in the centre of Hertfordshire.

Our Managing Director, Paul Cleworth, has worked in the industry for over 20 years and he has built Tandem Financial on the foundationsof strong family values, total integrity, best service, and developing client relationships.

People are the backbone of Tandem Financial and Paul ensures that they are treated well, looked after properly, given an excellent environment to work in and are allowed to be the best they can be.

The promises we make to our clients that underpin our businessare:

• Our best and clearest advice.
• Uncompromising professionalism.
• Unparalleled service excellence.
• Coherent communication.
• The highest integrity and honesty.
• Absolute client confidentiality.
• Complete transparency and openness.
• The highest possible level of compliance.
• Total fairness in all our dealings.