Graduate Financial Services Administrator

Expiring today

Recruiter
Confidential
Location
Fleet
Salary
18000.00 - 18000.00 GBP Annual
Posted
21 May 2021
Closes
18 Jun 2021
Specialism
Administration
Sector
Accounting
Start Date
Immediate
Duration
Permanent
A rare and exciting opportunity has arisen for a Graduate to enter the world of financial services, working for one of the most successful wealth management practices in the South East. Our client will offer full training and career support for somebody wishing for a long-term career within this sector.

Job Description:

* Supporting Financial Advisers ensuring that they receive strong administration and technical support and that clients receive a professional and first-class service

* Ensuring documentation is as it should be for pension reviews and transfers

* Obtaining information for pension, investment, annuity, PHI and group life quotations/projections

* Ensure information on the database is correct and to date

* Emailing clients and providers

* Diarising activities

* Risk questionnaires

* ID checking

* Producing accurate portfolio valuations

* Assist with processing new business cases

* Handling telephone calls

* Meeting and greeting clients

* Develop good communication skills within the team, advisers and clients; maintaining a professional manner at all times

* Adhering to compliance procedures

Person Specification:

* This role will suit a recent graduate wishing to start out their career within financial services

* Organised, efficient, professional

* Analytical, enjoys research, with first class communication skills

* Good administration skills, IT competent

Additional Information:

* Fleet Based, possibly some remote working in the future

* Monday to Friday, 9-5.30

* Starting Salary: GBP18,000, enhanced over time with the career progression

* Full support given to acquire industry qualifications, Diploma in Financial Planning, and long-term career opportunity

Similar jobs

Similar jobs