Graduate Financial Administrator: Pensions & Investments

Confidential; England; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Day off for birthday

EAP

Job summary

Confidential in the United Kingdom seeks a Graduate Financial Administrator to support the Financial Advisor. You will handle client queries about pensions, protection and investments, liaise with product providers and cover broad administration to deliver professional, efficient service.

Responsibilities include handling calls, preparing client review packs, arranging meetings, processing new business, and maintaining records in bespoke software.

Qualifications

• 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
• Flexible and adaptable approach
• Confident in IT and office software packages
• Team player and positive attitude

Responsibilities

• 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

Skills

Communication

Planning

Organisational skills

Customer service

Analytical thinking

Problem solving

IT proficiency

Team player

Education

Recent Graduate in Business/Financial Services

Tools

Bespoke software

Job description

Confidential in the United Kingdom seeks a Graduate Financial Administrator to support the Financial Advisor. You will handle client queries about pensions, protection and investments, liaise with product providers and cover broad administration to deliver professional, efficient service.

Responsibilities include handling calls, preparing client review packs, arranging meetings, processing new business, and maintaining records in bespoke software.