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Financial Services Administrator

2 months ago

Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Title: Financial Services Administrator

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 data entry, document preparation, and filing.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Manage and maintain accurate and up-to-date records and databases.
  • Develop and implement efficient administrative processes to improve productivity and reduce errors.
  • Collaborate with the team to achieve business objectives and goals.

Requirements:

  • Financial Planning Administration experience.
  • Excellent attention to detail and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong communication and interpersonal skills.
  • Intelligent Office (IO) experience.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.
  • A chance to work with a leading financial services recruitment agency.