Financial Services Administrator

6 days ago

County Durham, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of our financial services business.

Key Responsibilities
  • Provide administrative support to our financial advisers, including managing client data and documents.
  • Assist with the preparation of financial plans and reports, ensuring accuracy and attention to detail.
  • Develop and maintain strong relationships with clients, responding to their queries and concerns in a professional and timely manner.
  • Contribute to the development and implementation of business processes and procedures, ensuring efficiency and effectiveness.
  • Collaborate with the wider team to achieve business objectives and goals.
Requirements
  • Relevant experience in a financial services administration role, preferably with a background in financial planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office, particularly Excel and Word.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional development and growth within the company.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial services recruitment agency.

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