Graduate Financial Administrator

Brampton Recruitment Ltd; Stafford; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Birthday leave

EAP

Job summary

Brampton Recruitment Ltd. is seeking a Graduate Financial Administrator to support the Financial Advisor and handle client queries on pensions, protection and investments.

The role involves liaising with product providers, processing new business, preparing client review packs and arranging meetings. Excellent communication and IT skills are essential.

Qualifications

• Recent graduate in business/financial services or similar degree.
• Ability to manage and prioritise workloads.
• Excellent communication, planning and organisational skills.
• Excellent customer service skills.
• Analytical and problem-solving skills.
• Flexible and adaptable approach.
• Confident in IT and office software packages.
• Team player with positive attitude.

Responsibilities

• Dealing with phone calls, enquiries and requests, handling them where appropriate.
• Liaising with clients in both written and verbal capacity.
• Processing of new business.
• Assisting Paraplanners and Advisers with preparing client review packs (annual/tri-annual).
• Arranging client meetings and managing Advisers' diaries.
• Completing Portfolio Illustration requests.
• General administration support.
• Ensuring all financial planning administration is carried out as per procedures.
• Maintaining client records on bespoke software to keep files accurate and compliant.

Skills

Graduate with Business/Financial Ser.

Workload management

Communication skills

Customer service

Analytical thinking

Adaptable

IT proficiency

Team player

Education

Recent Graduate in Business, Financial Services or similar degree

Job description

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)