Graduate Administrator Role

2 weeks ago


United Kingdom ENGINEERINGUK Full time
Recent Graduate Job Description

In this exciting opportunity, you will provide administrative support to financial advisers at Benchmark Financial Planning in Londonderry, Northern Ireland.

Your key responsibilities will include:

  • Answering telephone enquiries and scheduling appointments for advisers.
  • Preparing and sending correspondence, including letters of authority and policy information.
  • Maintaining accurate client data and managing daily activities on our internal CRM system, Enable.
  • Processing mail merges, such as ISA allowance letters and client transfer letters.
  • Supporting annual client reviews and updating client valuations.
  • Entering risk questionnaires and generating client reports for presentation.
  • Coordinating diary management for annual reviews.

To succeed in this role, you will require administration experience within financial services, knowledge of Fact Find and risk profiles, strong communication skills, and proficiency in Microsoft Excel.

We offer a competitive salary of £25,000 - £30,000 per annum, depending on experience, and a flexible working schedule with three days spent in the office.

At Benchmark Financial Planning, we value diversity and inclusivity, and we welcome applications from candidates with different backgrounds and perspectives.



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