Our client is a business that is expanding and as such they have an exciting position to join them as a Graduate Financial Administrator, supporting the Financial Advisor. In this role you will be the point of contact for clients queries on questions relating to pensions, protection and also investments, this role will also involve liaising with product providers and will also cover all areas of administration to deliver a professional, efficient and friendly experience to both internal and external individuals.
Job Description for the Graduate Financial Administrator role:
Dealing with phone calls, enquiries and requests, handling them where appropriate
Liaising with clients in both a written and verbal capacity
Processing of new business
Assisting Paraplanners and Advisers with preparing client review packs (on an annual and tri-annual basis)
Arranging client meetings and management of Advisers’ diaries
Completing Portfolio Illustration requests
General administration support
Ensuring all financial planning administration is carried out in accordance with our procedures
Maintaining client records on bespoke software to ensure that all files are well presented, accurate and compliant Candidate Requirements for the Graduate Financial Administrator role:
Recent Graduate in Business, Financial Services or a Similar Degree
The ability to manage and prioritise workloads
Excellent communication, planning and organisational skills
Excellent customer service skills
Analytical and problem-solving skills
Someone who has a flexible and adaptable approach
Confident in IT and office software packages
Team player and positive attitude Hours: Monday – Friday 9:00 am – 5:00 pm
Salary: £24,000 Per Annum
Benefits: Pension, free parking, death in service, day off for birthday, EAP
Holidays: 25 + BH (between September to November can purchase hols for the following year on a scheme)
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers across Stoke-on-Trent, Staffordshire, Cheshire, and the Greater Manchester region
