Trainee Client Service Team Associate

The Penny Group is a vibrant business with a young and diverse demographic based in Cannon Street, London with additional offices in Woking, Hungerford and the Midlands. We passionately believe in growing and developing our people and this has been instrumental to our success.

We are a Chartered Firm with a defined set of values that are an integral part of our culture, which we believe is one of the strongest of all financial planning firms. We are a serious business, but we are also conscious that work should be enjoyed.

We have a vacancy for a Trainee Client Service Team Associate. This is a great opportunity to develop a foundational knowledge of financial advice while gaining experience in providing key services to clients and advisers of the Penny Group. We are looking for someone with a strong work ethic, high attention to detail and the desire to deliver excellent outcomes to join our growing business.

This position offers the opportunity to develop professionally, build strong working relationships and establish a rewarding, long-term career within the business.

Here at The Penny Group, our Client Service Team is responsible for the delivery of key services to our advisers and paraplanners in support of our clients, including the provision of portfolio reports, pre-meeting documentation, reviewing and correcting client cash accounts, drafting servicing letters and providing other services, as required. In addition, the Client Service Team Associate is required to maintain and keep up to date the relevant systems used for the delivery of our services.

Key Competencies

• Quality Focus: Strives to meet quality standards and produce quality work products.
• Teamwork: Collaborates with others to achieve goals.
  
• Engagement: Demonstrates loyalty and commitment through enthusiasm and extra effort.
• Professionalism: Acts in accordance with job-related values, principles, and standards.
• Staying Alert: Remains focused when performing monotonous tasks.
• Accountability: Accepts responsibility for one's actions regardless of outcomes.
• Dependability: Performs work in a reliable, consistent, and timely manner.
• Self-Development: Actively acquires new knowledge and skills to remain current with and/or grow beyond job requirements.
• Integrity: Acts honestly in accordance with moral or ethical principles.
• Working Hard: Consistently strives to complete tasks and assignments at work.

Relevant Experience, Skills & Knowledge Required

Experience

• Experience of office-based administration or customer service work would be beneficial, but not essential

Skills

• Able to communicate (written and oral) with colleagues
• Ability to identify issues and know when to escalate
• Able to manage repeat tasks while maintaining quality standards consistently
• Organised and able to manage own time effectively
• Good attention to detail
• Able to work well as part of a team

Knowledge

• Knowledge of Microsoft Office applications would be preferred

Qualifications

• Minimum of GCSE English and Maths grade 4 (C) and above.

Our Values:

• We are Professional and Accountable
• We are Dedicated and Ambitious
• We Enjoy what we do; Working Hard and Smart
• We are Generous and Selfless
• We are a Meritocracy

Who could be a potential candidate for this position?

An entry level candidate (school leaver, or someone very early in determining their career path) wanting to gain foundation experience in financial services and build on this over time.

• Career progression is encouraged, although the successful candidate would need to be prepared to establish themselves in this role before progressing.
• Candidates must have a keen interest in financial services.
• Whilst some previous administrative experience is preferred, it is not essential. However, the candidate should have a basic understanding of what a financial services business offers its clients.

Role Location:

The role will primarily be based at our Woking office with some travel to our London office, as required, for training and team/company meetings and events.Expenses will be covered for travel between the office locations.

Our trainee positions are initially office based to increase the opportunities to learn from colleagues. An office based/working from home split is available once the Probationary period has been successfully passed.

All roles are offered on an employed basis.We offer competitive salaries and a bonus scheme, along with other competitive benefits including pension, life cover, income protection and private medical insurance.