Administrator (Financial Services)

3 weeks ago

Newcastle upon Tyne, United Kingdom EGRecruiting Full time

Previous experience in Administration, Financial Services experience highly desirable
- Knowledge of IO would be advantageous
- Excellent communication skills
- Strong literacy and numeracy skills
- Computer literate with working knowledge of Microsoft Office
- Ability to prioritise and work well under pressure

**Benefits**:

- Hours:36.5 Mon-Thurs 8.30-5pm, Friday 4pm
- Holidays: 25 (inc Xmas) increasing to 30
- Pension: 5% employer contribution
- Bonus: Discretionary, paid June
- Study Support: Materials, time off for exams and paid re-sits

**Role**:
Are you a professional, process driven Administrator with strong attention to detail?

A small, dedicated, client centric IFA firm, North of Newcastle, are now looking to add an Administrator to their team.
This role would be suitable for either an individual with Financial Services experience, who would like to work in partnership with one Adviser. Someone who enjoys working in a fast passed process driven environment, bringing their high level of accuracy and attention to detail to the role. The position would also be suitable for an individual who is looking to begin their Financial Services career and take full advantage of study/exam support, whilst learning processes, systems and gaining extensive Investment, Pension and Protection knowledge.
- Maintain detailed and accurate records, databases and paper files making sure these are up to date and compliant
- Take ownership of organising monthly client reviews including preparation of review files, valuations and investment performance reports
- Maintain and manage spreadsheets and other records
- Completing, submitting and processing new business via platforms and product providers
- Organise review meetings and prepare client review files
- Produce letters, reports and invoices as required
- Liaise with clients in a friendly professional manner over the phone and face to face
- Carry out general office tasks such as photocopying, scanning and filing

**Qualifications**:
No qualifications required, study support will be offered to someone looking to gain their level 4 Diploma.

Know someone who the above job would be a perfect fit for?

REFER THEM...and receive £250 when they start in their new role

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£26,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: One location

Reference ID: EGR/10807

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