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Graduate Financial Services Administrator

Degree Discipline & Classification
Have equivalent qualifications to ‘A’ level standard or above.
UCAS Points
Job Ref
TGR 1865A

About Our Client

The essence of the business is the provision of personal face to face advice. There is no single solution, each individual has their own personal concerns, responsibility and ambitions and their advice is tailored accordingly. They provide their clients with advice that is based upon four key principles, honesty, trust, lasting relationships and service. They strive to earn your trust through their actions and commitment to your success. Trust is not just a word to them, it underpins the very nature of what they do.

Roles & Responsibilities

They are currently recruiting for a professional Administrator to join their friendly, well established offices based in central St Albans.


The company is highly regarded in their field and has an enviable reputation for high standards of professionalism.


This is a lovely opportunity for a reliable, conscientious individual who is looking for a career in the financial sector with the opportunity to study for well recognised qualifications. You will need to be dedicated to study as you will be taking at least two exams per year.


The successful candidate will be able to work under pressure and to tight deadlines.



A varied role that will provide lots of opportunities to learn new skills in a friendly firm which has a culture underpinned by continuous learning and improvement.

The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers with client servicing and key administration processes including:


  • Build and maintain relationships through close communication (both verbal and written) with clients, internal Consultants, insurance companies and providers.
  • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
  • Dealing with professional documentation
  • Accurately updating client records
  • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.
  • Preparing client valuations – gathering details of client holdings and updating database accordingly.
  • Creating and maintaining client files and records.
  • Meet and greet Clients.
  • Ensure meeting rooms are prepared for meetings
  • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
  • Maintain appropriate Continuing Professional Development (CPD).

Skills Required

  • Have equivalent qualifications to ‘A’ level standard or above.
  • Have a friendly and professional attitude.
  • Have knowledge of Microsoft products including Outlook, Excel and Word.
  • Have the ability to react to varying situations with a can do and proactive attitude.
  • Have the ability to multi task.
  • You are friendly and outgoing with an ethical approach to business
  • Able to communicate well – both verbal and written.
  • You are a good “team player”.
  • Be able to work under your own initiative and manage priorities/deadlines.
  • Have “an eye for detail”.
  • Have a methodical, ordered and structured approach to tasks.




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