Senior Administrator
4 months ago
Role Description
Responsible for providing exceptional administrative support to clients, financial advisers, and the wider business.
Ensure good outcomes are achieved for all clients regardless of their stage with the business. Maintain good communication between clients and colleagues, retrieving client information, documenting all interactions, and staying informed about changes in the industry to benefit clients’ needs
Assist the Administration Manager with senior duties as required and be a key contact point within the team.
Coach less experienced staff and share knowledge and experience.
This is an excellent opportunity for an experienced administrator who is seeking their next challenge, this position will play a key role in our Newcastle office which will come with responsibility and opportunity to develop into a leading role in our administration function.
Experience & Qualifications
Minimum of 3 years broad Financial Services Administration Experience
Experience with Intelliflo Office
Good technical knowledge across pensions, investments and wider financial products
Excellent attention to detail and accuracy
Ability to prioritise and meet deadlines
Strong communication and interpersonal skills
Efficient in use of Microsoft apps including outlook, word, excel as well as Docusign & Adobe
Relevant certifications such as CF1, CF2, or RO1 are beneficial, we will provide support with further qualifications
**Job Types**: Full-time, Permanent
Pay: £28,000.00-£35,000.00 per year
**Benefits**:
- Additional leave
- Company pension
- Financial planning services
- Free parking
Schedule:
- 8 hour shift
- Holidays
- Monday to Friday
Work Location: In person
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