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Financial Services Administrator

3 months ago

Newcastle upon Tyne, United Kingdom H J Wealth Management Full time

Financial Services Administrator
- We are now looking to recruit an Administrator to join our support team._
- As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on’ approach and not be afraid to get on with the task in hand._
- As a small firm, there is significant scope for development to paraplanner and/or financial adviser along with subsidised examinations and training._
- Key responsibilities include:_
- Client Support including:_
- Preparing documentation for Client meetings_
- Booking appointments and scheduling meetings_
- Production of client valuations and preparation of review packs_
- Client liaison_
- Updating presentation data; including Client and marketing data_
- Liaising with 3rd party providers and professional connections_
- Providing proactive diary management for the Financial Adviser/Business Owner_
- Coordinating and managing travel arrangements for the Financial Adviser/Business Owner_
- Office Administration including:_
- Coordinating office procedures_
- Managing Client refreshments_
- Managing incoming telephone communications_
- Ensuring that the administration elements of the business are run in a responsible and efficient manner_
- Coordinating and implementing business projects to support business development and growth_
- Role Requirements:_
- Experience gained from working for a firm of Financial Advisers is desirable but not essential_
- You will be IT literate_
- You will have excellent organisational skills with very good attention to detail_
- Company information_
- We are a Wealth Management practice based in Newcastle upon Tyne. Our high net worth clients include successful business people, families and retirees based in the North East; providing them with a complete range of wealth management and personalised financial planning services._

Pay: £25,000.00-£33,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial services: 1 year (preferred)

**Language**:

- English (required)

Work Location: In person

Application deadline: 31/08/2024
Reference ID: Financial Services Administrator