Due to success and continued growth, our client is looking to recruit an additional and experienced, Financial Services Administrator, to support the business. Whilst full-time hours are preferred, flexibility with start and finish times is available and part-time hours may be considered, for the right candidate.
Working from modern offices in Newcastle city centre, you'll be part of a client-centric team and deal with both existing and new clients. Communication is key here, so you'll need to be a confident communicator, great at following and completing processes, both accurately and on time.
You'll support several Advisers and your responsibilities will include:
- Create client files
- Email pre-meeting information to client
- Book client meetings
- Prepare meeting packs
- Process LOA's and liaise with providers to obtain relevant information
- Action withdrawal requests; top-ups, fund switches utilising in-house systems
- Deal with client queries
- Provide admin support to marketing (client letters, birthday and Christmas cards etc)
- Scanning and managing post
Candidate Requirements:
Must have experience of supporting Financial Advisers in an administrative capacity
- Good knowledge of pensions, investments and protection products
- Experience of Salesforce would be advantageous
- Enjoy working and contributing within a team environment
- Excellent communication skills, both written and verbal
- Confident and capable - able to deliver accurate work
- Mature attitude with a client-centric approach
Benefits:
Hours: 35 (9am-5pm/1 hour lunch) some flexibility
Holidays: 28, plus Xmas closure
Pension
Private Medical Insurance
Critical Illness Cover
DIS X4
Bonus up to 15%, paid quarterly
Full Study Support
Qualifications:
Not essential
Know someone who the above job would be a perfect fit for?
REFER THEM ...and receive £250 when they start in their new role!