Address
Form of work
SalaryA Graduate Financial Services Administrator is being recruited for a successful wealth management firm based in Stockport.
Client Details
Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support.
Description
As Graduate Financial Services Administrator, you will be responsible for:
- Managing client review service cycle end to end
- Coordinating with clients to arrange annual reviews
- Preparing review packs - preparing valuations, checking compliance documents etc
- Maintaining client data on in house system
- Attending client meetings with advisers, taking notes/minutes, and preparing file notes
- Preparing and sending relevant paperwork to clients on behalf of adviser
- Ad hoc data projects
Profile
The successful candidate for this Graduate Financial Services Administrator role must have:
- Experience, ideally, within an IFA or similar Financial Services business
- Understanding of pensions or investment would be nice to have
- Strong attention to detail and work accurately
- Self motivated and willing to take initiative
- Strong organisational skills with ability to adapt and multi-task
- Experience of Intelligent Office or similar would be advantageous
Job Offer
You will get in this role:
- £22,000 with view to rise after successful probation
- 26 days holiday plus birthday off
- Christmas shutdown
- Flexible working hours
- Work from home available 50% of the time after probation completed
- Company pension
- Life assurance
- Study support for relevant qualification
