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Financial Services Administrator

3 months ago

Sunderland, Sunderland, United Kingdom Idex Full time

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their Sunderland-based offices.

The business is a well respected Financial Advisory firm who have team with longevity and a examples of progression throughout.

The role will suit a positive individual who has experience within an Administrative capacity, ideally within the Financial Services industry, who enjoys liaising with senior team members.

Responsibilities include;

  • Managing adviser diaries and preparing review paperwork for client meetings
  • Completing actions and administration after client meetings
  • Preparation and processing of new business
  • Assist in the preparation of Financial Planning Reports
  • Handling non-advice customer queries by telephone and email
  • Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
  • Keep up to date with financial products and legislation, demonstrating continual learning and development
  • Other administrative duties as required


To be successful you should be able to demonstrate:

  • Strong numeracy skills, with a good eye for detail
  • Excellent communication skills both written and verbal
  • Self-motivation, be highly organised and have good problem solving capabilities
  • Good IT skills such as Word, Excel and the ability to pick up new systems quickly
  • A proven background in providing excellent customer service

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.