Graduate Financial Services Administrator
Page Personnel
- Stockport, Greater Manchester
- £22,000 per year
- Permanent
- Full-time
- 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
- 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
- £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