Private Client Intern

Introduction 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.

Duties & Responsibilities##### PROCESS

• 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.

CLIENT

• Deliver on service level agreements and support a positive client experience.

• Assist in addressing routine client queries and escalating complex queries to the relevant stakeholders.

• Provide professional and accurate information within allocated authority levels.

• Build and maintain positive relationships with clients and internal stakeholders.

• Support initiatives aimed at enhancing client experience and fair client outcomes.

• Contribute to a culture that promotes exceptional client service and relationship management.

PEOPLE

• Positively participate in team activities and change initiatives.

• Continuously develop knowledge of the financial services industry, financial planning practices, and relevant legislation.

• Seek opportunities to learn from experienced financial professionals.

• Contribute ideas and recommendations that support innovation and process improvement.

• Participate in a culture of collaboration, productivity, and continuous learning.

FINANCE

• Identify opportunities to improve operational efficiency and service delivery.

• Ensure responsible management of company resources.

• Support accurate reporting and administrative processes to minimise operational risk.

Competencies##### KNOWLEDGE

• Basic understanding of the Financial Services and Insurance industry.

• Understanding financial planning principles would be advantageous.

• Sound working knowledge of Microsoft Office applications (Word, Excel, PowerPoint, and Outlook).

• Understanding customer service principles.

• Awareness of regulatory and compliance requirements within financial services.

SKILLS

• Client relationship management

• Financial planning fundamentals

• Financial product knowledge

• Communication skills (written and verbal)

• Customer service skills

• Administrative skills

• Financial needs analysis exposure

• Time management and organizational skills

• Data capturing and reporting skills

• Presentation skills

• Stakeholder engagement skills

• Business and commercial awareness

BEHAVIOURAL COMPETENCIES

• Establishing Rapport

• Understanding People

• Articulating Information

• Team Working

• Following Procedures

• Upholding Standards

• Examining Information

• Managing Tasks

• Meeting Timescales

• Learning and Developing

• Taking Action

• Client Focus