Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
EGRecruiting is delighted to be recruiting for two Graduate Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
As a recent Graduate, this is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
Administration of data management systems to maintain accurate and compliant data records.
General
We are looking to recruit an experienced Data and Compliance Administrator to maintain a robust internal data management system, ensure contractual compliance and administer all training related systems.
Review of the sales orders which can be shipped on our ERP system and tag these orders on the shipping system so that the warehouse can ship to customers approximately 3 times per day.
Monitoring the consumer customer service inbox and answering emails to customers from our consumer website.
Answering the telephone take telephone orders by processing the order on Shopify and taking card payments.