Financial Planning Administrator

**The Company and Offering**

A new opportunity has arisen for a Financial Services Administrator to join a well-established firm of Financial Planners in their Jesmond office.

On offer will be a competitive salary and benefits package, along with professional development, study support and continued training.

**Accountabilities**

This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
- You will be involved in looking after both new and existing business.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Accessing provider platforms to obtain crucial information.
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
- Working in a team environment towards common goals.
- Liaising closely with paraplanners and financial planners.

**To apply**

NB: Salary offered will depend on level of qualification and also level of experience.