Senior Financial Administrator
4 months ago
**Senior Administrator - Sunderland - £26,000-£30,000**
**Why Should You Apply?**
- 28 days holidays (including bank holidays) plus option to purchase another 5 days
- KPI measured bonus
- up to 10%
- Training and development opportunities
- including opportunities to be put through qualifications
- Free on-site parking
- Join a company who believes in training and supporting their staff to deliver the highest customer service standards
**The Company**:
Theo James is delighted to be working on an exclusive basis with this leading Chartered Independent Financial Advisory firm who are looking to expand their rapidly growing team
**Salary & Shifts of a Senior Administrator**:
**Salary**: £26,000 - £30,000 depending on experience
Hours: Working hours 9.00am to 5.00pm, Monday to Friday with 1 hour lunch (35 hour working week) - fully based on-site
**Skills & Requirements of a Senior Administrator**:
- Proven experience in an Administration function
- Excellent communication skills, both written and verbal
- Strong IT skills such as Word, Excel and the ability to pick up new systems quickly
- Ability to demonstrate good customer service skills
- Excellent numeracy skills, with a good eye for detail
**Role of a Senior Administrator**:
- 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
- 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
- Overseeing junior colleagues and supporting the Office Manager
- Other administrative duties as required
- **Theo James Recruitment specialise in Manufacturing & Engineering recruitment across the following disciplines.**_
- Senior Appointments
- Leadership and Management
- Supply Chain/Logistics
- Design - Engineer, Management
- Project Engineering, Management
- Production / Process Engineering
- Maintenance - Technician, Engineer, Management
- Quality - Engineering, Management
- Health, Safety & Environmental
- HR & Finance
- Sales, Business Administration & Customer Services
**Job Types**: Full-time, Permanent
**Salary**: £26,000.00-£30,000.00 per year
**Benefits**:
- Free parking
- On-site parking
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Sunderland, Tyne and Wear: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: 40007
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