Graduate Financial Administrator in Stoke-on-Trent, Staffordshire
Posted by Brampton Recruitment Ltd
£24,000 a year
Stoke-on-Trent · Permanent
Job Description for the Graduate Financial Administrator role:
- 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
- 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
- Someone who has a flexible and adaptable approach
- Confident in IT and office software packages
- Team player and positive attitude
Salary: £24,000 Per Annum
Benefits: Pension, free parking, death in service, day off for birthday, EAP
Holidays: 25 + BH (between September to November can purchase hols for the following year on a scheme)
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers across Stoke-on-Trent, Staffordshire, Cheshire, and the Greater Manchester region.
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