Graduate Financial Services Administrator

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  • Stockport, Greater Manchester
  • £22,000 per year
  • Permanent
  • Full-time
  • 30 days ago
  • Apply easily
A Graduate Financial Services Administrator is being recruited for a successful wealth management firm based in Stockport.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
Trainee IFA Administrator|Wealth management firm near StockportThe 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
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.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

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