Graduate Financial Planning Administrator
Graduate Financial Planning Administrator

Graduate Financial Planning Administrator

Full-Time 21600 - 30000 £ / year (est.) No home office possible
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Recruitment Rebellion

At a Glance

  • Tasks: Support Financial Advisers with administration and client documentation in a hands-on role.
  • Company: Respected financial planning firm in London with a focus on career progression.
  • Benefits: Starting salary of £25,000, full training, and clear pathways for career growth.
  • Why this job: Kickstart your career in financial services with real opportunities for development.
  • Qualifications: Graduates in numerate subjects preferred; strong problem-solving and communication skills are essential.
  • Other info: Unique application process includes a short video to showcase your skills.

The predicted salary is between 21600 - 30000 £ per year.

Looking for a graduate role with real career progression — not just a stop‑gap job? We’re recruiting a Graduate Financial Services Administrator to join a respected and established financial planning firm based in London. This is a genuine entry‑level opportunity with full training provided and clear long‑term prospects. No experience is required. What matters most is attitude, ability, and willingness to learn.

Who should apply? We’re particularly interested in graduates with degrees in:

  • Financial Services
  • Maths
  • Engineering
  • Economics or other numerate subjects

Any degree will be considered if you can demonstrate strong problem‑solving skills, attention to detail, and good communication. If you’ve already gained some exposure to financial services, that’s a bonus — but not essential.

You’ll need to:

  • Be able to work from our London office
  • Be organised, reliable and professional
  • Be available to start quickly (we’re moving fast)

The role: You’ll support Financial Advisers with administration, client documentation and liaising with providers. It’s a varied, hands‑on role where you’ll learn how financial planning works from the inside and develop valuable, transferable skills. This is a permanent position, although it may begin with a 3‑month trial or temp‑to‑perm arrangement while we confirm the right long‑term fit.

Salary & development:

  • £25,000 starting salary
  • Full on‑the‑job training
  • Support and development as you grow in the role
  • A clear pathway for progression within financial services

Part of our application process: Short‑listed candidates will be asked to record a short 2‑3 minute video answering a couple of questions and WhatsApp it to us. We’re upfront about this because it’s intentional – it’s a brilliant way to show your communication skills and stand out beyond your CV. It may not be for everyone, but for the right candidates, it’s a real advantage.

Why this role? If you’re a graduate who’s motivated, capable, and wants to build a long‑term career in financial services, this is a great place to start. Apply now! Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Required Skills:

  • Financial Planning
  • Planning

Graduate Financial Planning Administrator employer: Recruitment Rebellion

Join a respected financial planning firm in London that prioritises employee growth and development. With a starting salary of £25,000 and comprehensive on-the-job training, this role offers a clear pathway for career progression in the financial services sector. The supportive work culture encourages learning and collaboration, making it an excellent environment for motivated graduates eager to build a meaningful career.
Recruitment Rebellion

Contact Detail:

Recruitment Rebellion Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Graduate Financial Planning Administrator

✨Tip Number 1

Get your head around the role and the company before you apply. Research their values, mission, and what they look for in candidates. This will help you tailor your video response and show that you're genuinely interested in being part of their team.

✨Tip Number 2

When it comes to that video application, don’t stress! Just be yourself and let your personality shine through. Practice answering common questions beforehand so you feel confident and can communicate clearly. Remember, they want to see your communication skills!

✨Tip Number 3

Networking is key! Reach out to current or former employees on LinkedIn to get insights about the company culture and the role. They might even give you tips on what to highlight in your application or during the video.

✨Tip Number 4

Don’t forget to follow up after your application! A quick message expressing your enthusiasm for the role can set you apart from other candidates. It shows initiative and keeps you on their radar as they sift through applications.

We think you need these skills to ace Graduate Financial Planning Administrator

Problem-Solving Skills
Attention to Detail
Communication Skills
Organisational Skills
Reliability
Professionalism
Numerical Skills
Ability to Learn
Client Documentation Management
Financial Services Knowledge
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Graduate Financial Services Administrator role. Highlight any relevant skills, even if they come from different experiences. We want to see how you can bring your unique background to our team!

Show Off Your Communication Skills: Since we’ll ask for a video as part of the application, use this opportunity to showcase your communication skills. Be clear, confident, and let your personality shine through. This is your chance to stand out beyond just your written application!

Demonstrate Your Problem-Solving Skills: In your application, make sure to mention any experiences where you've tackled challenges or solved problems. We’re looking for graduates who can think on their feet and adapt, so show us what you’ve got!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive and keen to join our team!

How to prepare for a job interview at Recruitment Rebellion

✨Know Your Stuff

Before the interview, brush up on basic financial concepts and terminology. Even though no experience is required, showing that you’ve done your homework will impress the interviewers and demonstrate your genuine interest in the role.

✨Showcase Your Skills

Prepare to discuss your problem-solving skills and attention to detail. Think of specific examples from your studies or any relevant experiences where you’ve successfully tackled challenges. This will help you stand out as a candidate who can thrive in a fast-paced environment.

✨Nail the Video Submission

Since part of the application process involves a video submission, practice your responses beforehand. Keep it concise, engaging, and professional. This is your chance to showcase your communication skills, so make sure you come across as confident and articulate.

✨Be Ready to Learn

Express your eagerness to learn and grow within the company. The role offers full training, so highlighting your willingness to absorb new information and adapt will resonate well with the interviewers. They’re looking for someone who’s not just looking for a job, but a career.

Graduate Financial Planning Administrator
Recruitment Rebellion
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