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Administrator (Financial Services)

1 month ago

Houghton le Spring, United Kingdom EGRecruiting Full time

**Benefits**:

- Pension
- Private Medical Insurance
- Life cover
- Performance related bonus
- Free parking
- Experience within Financial Services, in particular, supporting Advisers with administration
- An understanding of the financial planning process
- A general knowledge of pensions, investments and protection
- A willingness to follow business processes, procedures and work to targets and deadlines
- Achieve agreed outcomes without supervision
- Accuracy and attention to detail
- Positive attitude and strong work ethic
- Flexible and helpful approach to work
- The ability to work well under pressure both independently and in a team
- Strong interpersonal and communication skills, both written and verbal
- Organised with the ability to multitask and prioritise workload effectively
- Competent IT skills

**Role**:
As part of their ongoing growth, our client is looking to recruit an additional, experienced Financial Services Administrator, to work out of fabulous, modern offices at Houghton-le-Spring. The office benefits from free parking and good transport links. This is a regional office and part of a larger organisation and offers a face-paced and varied role, working within a small and experienced team.

Responsibilities will include:

- Preparing meeting packs for Advisers
- Liaising with providers and clients via telephone
- Dealing with client queries e.g. withdrawals/death of a client/change of address/fund switches/trust documents

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**: £22,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person

Reference ID: EGR/10816

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