Private Client Intern

Job description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms the Momentum Group provides practical financial solutions for people, communities and businesses. Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose To develop an understanding of clients' financial needs and support the delivery of a professional advice-led service through administrative support, client engagement, financial planning exposure, and participation in the client service and onboarding process.

Requirements

• BCom Degree or 3-year diploma (Essential)
• Bachelor of Commerce in Finance, Financial Planning, Business Management, Economics, Investments or equivalent relevant qualification (completed or final year)
• No prior work experience is required.
• Exposure to financial services, customer service, sales, administration, or client-facing environments will be advantageous.

Responsibilities

• Engage with prospective and existing clients to understand their financial needs and gather relevant information.
• Support Private Financial Consultants and Advice Analysts with the preparation of client reviews and financial recommendations.
• Assist with scheduling client appointments and managing client engagement activities.
• Support the client's onboarding process by ensuring required documentation is complete and accurately captured.
• Follow up on outstanding client information and documentation in a timely manner.
• Accurately capture client information, actions and interactions on relevant systems.
• Assist with maintaining client records in accordance with company standards and legislative requirements.
• Participate in the preparation of reports and client communications.
• Develop an understanding of financial products, financial planning principles, and client advice processes.
• Adhere to compliance and governance requirements in all client interactions and administrative activities.

Application tips

• •Tailor your professional summary to the words used in the advert.
• •Only attach the documents that are asked for, nothing extra.
• •Apply early — many employers shortlist before the closing date.