- Job Type: Part-time (21 hours per week)
- Location: Darlington
- Salary: Competitive
An established and successful financial planning firm in Darlington is seeking an experienced Financial Services Administrator / Accounts Assistant to join their client servicing team.
The role involves providing administrative support to advisers and assisting Accounts Manager with daily accounting tasks, ensuring a positive professional experience for our clients.
Day to Day of the Role:
- Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.
- Utilise the company's Client Management System for organisation and planning, making the best use of resources.
- Undertake general administrative duties such as scanning, filing, and preparing letters to maintain compliance and meet deadlines.
- Update and check the online diary daily to meet client requirements and maintain customer satisfaction.
- Provide administrative support to advisers, ensuring the highest standard of customer service and meeting regulatory requirements.
- Assist the Accounts Manager with daily accounting needs.
Required Skills & Qualifications:
- Experience in a financial services administration role is preferred, but training will be provided for experienced administrators from an alternative finance background.
- Excellent IT skills, including proficiency in Outlook, Word, Excel, and Sage Accounting Software.
- Experience with audio typing.
- High level of numeracy and accurate typing/data entry skills.
- Strong telephone and written communication skills, able to create clear and informative emails and letters without templates.
- Excellent organisational skills, ability to multi-task, and work to deadlines.
- Team player with the ability to work independently.
About You:
- Keen attention to detail and sensitivity to data.
- Quick learner with a strong work ethic and enthusiasm for the role.
- Proactive, organised, and flexible, with a willingness to learn and develop within the role.
Benefits:
- Competitive salary.
- Exceptional pension.
- Opportunity to be part of a supportive team in a successful firm.
- Professional development and training in financial services administration.
- Flexible working hours in a part-time capacity