My client is currently recruiting for a Financial Services Administrator Graduate. Full training will be provided and whilst no experience is required, an interest in Financial Services would be beneficial.
Permanent
Based in Grantham
Fully office based, 9am-5:30pm
£24,000 salary
22 days holiday + bank holidaysClient Details
A Financial Services organisation. My client is currently recruiting for a Financial Services Administrator Graduate. Full training will be provided and whilst no experience is required, an interest in Financial Services would be beneficial. Must be friendly and professional, able to communicate with clients and colleagues, and work well as a team.
Permanent
Based in Grantham
Fully office based, 9am-5:30pm
£24,000 salary
22 days holiday + bank holidaysDescription
Financial Services Administrator Graduate:
Assist the Administration team and Financial Advisors
Answering the telephones
Scanning, filing and distributing post
Arranging Advisor appointments
Data entry and quality management on the CRM system
Obtaining valuations and file preparation for client meetings, including collation of fund information, obtaining illustrations, and updating client data
Updating CRM system following client meetings
Checking paperwork and processing new business applications
Liaising with Advisors, product providers, clients and professional connections, electronically, verbally and in written form
Building and maintaining a d...