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Administrator - Financial Services Newcastle City Centre office based role Full time role Monday to Friday 9:00am to 5:00pm Salary up to £25,000 benefits Fixed Term Contract role until end of 2024 potential for extension Search are currently working with a top Financial Services business based in Newcastle to recruit a number of Administrators within their Operations team. This role provides key support to the wider company and their customers & clients by providing essential administrative and technical support. Duties involved in this role will include: Providing administrative support to internal teams and client executives Setting up of new accounts and transferring of assets Settling transactions across various markets Reconciliation of cash for client accounts Calculating and applying fees for clients Providing portfolio evaluations for clients Various other ad hoc Financial Administration duties as directed/required In order to be considered for this role your skills and experience should include: Previous administration experience, preferably from within a Financial or Professional Services setting - the administration experience is essential Candidates with FS Operations experience such as Transfers, Corporate Actions or Onboarding would be preferred - although this is not essential Confidence with managing volumes of data with excellent attention to detail & accuracy Solid Excel skills, confident working with spreadsheets and formulas Confident problem solver and able to quickly adapt to change Excellent organisation skills, with the ability to prioritise & complete a busy workload If this is the role for you, apply now! Please note that only applicants who have the required skills and experience detailed above will be considered for this role. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Financial Services Administrator £22,000 - £23,000 discretionary bonus benefits! A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full training will be provided and this is an office-based role Financial Services Administrator - The Role To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters Liaise with product providers to obtain fees and charges on specific products Obtain and assist with the completion of application/instruction forms and fact finds Obtain policy information, documents, fact-sheets, 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 on-boarding process of new clients Assist with the annual review process of existing clients Any additional ad-hoc requests and support on company projects as and when required Build strong working relationships with all colleagues across the business Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met Undertake project work and additional duties as and when required Treat all data with complete confidentiality and take reasonable steps to protect this Maintain client records and update client information on back office systems to keep an effective audit trail Assist with the onboarding process of new clients Assist with the annual review process of existing clients About you: Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools Previous experience in an administration role highly advantageous Desire to deliver exceptional service at all times and strong focused 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 a Personal Development Plan Knowledge of Financial Services industry would be great, though not essential Organised and efficient, self-motivated and works consistently with little supervision Personable and polite with the ability to interact and build rapport with all people Benefits: 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection