We have an excellent opportunity for a Financial Services Administrator to join this Financial Planning firm in Sunderland.
You should be enthusiastic individual, customer focused with a good eye for detail, excellent communication skills both written and spoken.
With excellent IT skills to include Word and Excel, with the ability to pick up systems quickly.
You will join a team of administrators who support the financial advisers who offer bespoke financial solutions and comprehensive financial planning to individuals, families, trusts and corporations.
You will be responsible for managing diaries and preparing the review paperwork for client meetings.
Completing actions and administration after client meetings, preparation of new business, assist in financial planning reports
Dealing with customer on the phone and via email, ensuring all administration is carried out correctly.
To apply you should have some experience working in Financial Services administration with an understanding of the regulatory regime or similar