Graduate Financial Services Administrator at Para-sols

Where: North East England

Deadline: December 7, 2017

Type: Graduate

Often considered the under-dog in other offices, let’s be clear from the off that our finance administrators are thought of as ‘the oil’ that keeps all the cogs turning in the business.

As part of your initial 3-month internship, and as with the other roles, you will start with learning the basics first – it’s undoubtedly the best foundation for success. For this role, that means learning all about the billion-pound finance sector and the importance of people receiving sound financial advice. You’ll then move on to working on real client cases, getting to grips with the administration side of a case, learning the ins and outs of an abundance of pension, investment and insurance products. Over the course of your internship, this will involve you getting stuck in and finding out all the finer details, getting on the phone to product providers and using research tools to pull all the information a Paraplanner needs together.

Assuming you successfully complete your 3-month internship, you will be welcomed as an official Graduate Finance Administrator. You will be assigned your own hub of Paraplanners and you’ll support them in a range of tasks such as gathering the information they need on new or existing financial products, requesting quotes and any necessary paperwork, and dealing with any communications related to your cases. We will also identify a number of Financial Administration qualifications with exam board, the CII (Chartered Insurance Institute) www.cii.co.uk and feed these into your personalised development plan over the course of the scheme.

As you progress over the 2-years, you’ll find using many industry online systems intuitive and tackling the trickier cases will become more natural as your knowledge of the profession grows. Working together with the rest of our finance admin team, you’ll be confident in managing your own workload and will be a willing team member who’d happily volunteer for any other adhoc tasks

The Skills

  • Superstar IT and computer skills – we’re a paperless office and operate a cloud based filing system
  • Excellent communication skills – making sure you and the Paraplanner are on the same page is hugely important
  • Forensic research skills – learning to identify where to find the data from different providers will prove crucial in completing a task on time
  • An ability to learn quickly – particularly important when there’s a million and one products and providers to familiarise yourself with
  • Naturally personable – proving helpful in managing client experience, as well as getting what you need from providers

How to Apply

Log in to your 'Career Connect' account and search Reference ID '56435' for more details and to apply.