Integration System Support

3 weeks ago


Newcastle upon Tyne, United Kingdom Proactive Personnel Full time

**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications

**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

**Specific Responsibilities**

The key duties of the role are:

- Manage internal relations
- Implement procedural and policy changes to improve operational efficiency
- Deliver training and development to ensure that all financial planning client administration is carried out in accordance with the firm’s procedures
- Deliver training and development to ensure that we maintain client records on company software and that the client and firm’s files are well presented, accurate and compliant
- Assist with maintaining the high performance of office staff by providing them with adequate coaching and guidance
- Oversee training of new employees, completing inductions, Learning & Development and setting objectives
- Due to the nature of the business, the role may also include additional tasks considered reasonable

**Role Requirements**:

- A reliable individual who has the ability to manage and prioritise workloads
- Previous experience working in a Financial Planning firm is essential
- Good working knowledge of back office systems, preferably IO, volume and Platform experience is essential.
- Excellent planning, organisational and multi-tasking abilities are essential
- Excellent communication skills at all levels
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
- A team player with a positive attitude

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

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Cycle to work scheme
- Life insurance
- Transport links

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person



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