Page Personnel are working hand in hand with this fast growing IFA to recruit for a Graduate Financial Services Administrator role.

This position would suit someone who is looking to take their first step into the industry.

Client Details

This business is a fast growing privately held independent financial advisor firm. They are a top 250 growing firm in the area. This business has a people first culture which is supportive and collaborative. It is a great time to be joining this business and continue to carve out your career.

Description

This Graduate Financial Services Administrator role will include but not be limited to the following:

Represent the business to all clients either face to face or on the telephoneMaintaining accurate records using our back–office systemSend Annual Review offer letters for fee paying clients in line with service agreementUndertake document and data management tasks such as scanning to ensure all data is recordedGreeting clients and visitors, making drinksAnswering all income telephone calls and responding in a timely and professional mannerMaintaining the front office reception areas and meeting roomsSorting and distributing incoming post and processing and recording outgoing postResponsible for maintaining and replenishing stationery stocksUndertake any ad hoc communications/project work as requested by other Team Leaders or managementMaintain up–to–date knowledge of industry regulations and best practices Profile

The successful candidate will require the following:

Proficient in Microsoft applications Great organisation skills Pristine telephone manner Good organisation skillsGreat problem solving skills Good time keeping Job Offer

This Graduate Financial Services Administrator role will offer the following:

Competitive salary – Dependant on experience Performance based incentives Bonus Scheme 21 Days holiday + Bank An extra 4 days holiday during Christmas shut down Hybrid working Income protection Critical Illness & Death in service Health and life insurance Training and study support