Graduate Financial Administrator

Brampton Recruitment Ltd; Stoke-on-Trent; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Birthday day off

EAP

Holidays purchase scheme

Job summary

Brampton Recruitment Ltd is helping a client fill the Graduate Financial Administrator role in Stoke-on-Trent. You will support Financial Advisor with pension, protection and investment queries, and liaise with product providers while handling broad administration to ensure a professional, friendly service for clients and internal staff.

Key tasks include client communications, processing new business, arranging meetings, reviewing packs, and maintaining accurate records in our software.

Qualifications

• Recent graduate in Business, Financial Services or a similar degree.
• Excellent communication, planning and organisational skills.
• Analytical and problem-solving abilities.

Responsibilities

• Deal with phone calls, enquiries and requests and handle them where appropriate.
• Liaise with clients in written and verbal capacity.
• Process new business applications.
• Assist Paraplanners and Advisers with client review packs.
• Arrange client meetings and manage Advisers' diaries.
• Complete Portfolio Illustration requests.
• Provide general administration support.
• Ensure all financial planning administration complies with procedures.
• Maintain client records on bespoke software and ensure files are well presented and compliant.

Skills

Graduate mindset

Workload prioritisation

Excellent communication

Customer service

Analytical skills

Adaptable

IT proficiency

Team player

Education

Recent Graduate in Business/Financial Services or similar

Tools

MS Office

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)