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Financial Administrator

2 months ago

Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will provide administrative support to our Financial Advisers and contribute to the success of our business.

Key Responsibilities
  • Assist Financial Advisers in preparing recommendations and maintaining client records
  • Research and learn about various financial products, including pensions, investments, and protection products
  • Collate and evaluate client policy/investment/pension information
  • Manage and maintain accurate records of pipeline and submitted business
  • Provide exceptional client service and support
  • Develop a broad knowledge of financial products and services
Requirements
  • Previous experience in a similar role within a financial services business
  • Strong communication and interpersonal skills
  • High attention to detail and organizational skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Good IT skills, including Office 365
What We Offer
  • Competitive salary and benefits package
  • Opportunities for career development and training
  • A dynamic and supportive work environment
  • 25 days annual leave and additional birthday leave
  • Auto enrolment pension and death in service benefit