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Graduate Administrator

3 months ago


Bath, Bath and North East Somerset, United Kingdom Page Personnel - UK Full time
Outstanding Opportunities for Progression

  • Comprehensive On-TheJob Training and Support

About Our Client:


Our client, a professional people-centred business within the Financial Services sector have a vacancy for an enthusiastic Graduate Administrator to join their team due to an internal promotion.

Duties and responsibilities of the Graduate Administrator include, but are not limited to:

  • Prepare and package reports for your team and their clients
  • Preparation of templated client letters, such as change of address
  • Liaise with other departments to obtain fees and charges on specific services
  • Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
  • Uploading plan statements and other documents to client records following agreed naming conventions
  • Maintain accurate client information and record client interaction on the back office system
  • Assist with the onboarding process of new clients
  • Assist with the annual review process of existing clients
  • Any additional adhoc requests and support on company projects as and when required

The Successful Applicant:

  • Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
  • Ability to consistently deliver within service standards.
  • Excellent organisational skills, flexible and proactive approach to getting the job done.
  • Strong interpersonal skills, both written and verbal communication.
  • Accuracy and attention to detail to balance demands of role.
  • Desire to learn and build skills and ability through Personal Development Plan.

What's on Offer:

  • A competitive salary of £2224k per annum
  • 25 days' holiday, rising to 28 days following completion of 3 years' service
  • Excellent opportunities for fast promotion and progression
  • Paid study leave and free external training and study courses
  • Private Healthcare
  • Employee Assistance Program
  • Gym discounts
  • Internal recognition scheme
  • Contact
  • Beth Fitzgerald
  • Quote job ref
  • JN
  • Phone number