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Financial Services Administrator

2 months ago

StocktononTees, Stockton-on-Tees, United Kingdom EGRecruiting Ltd Full time
{"title": "Administrative Support for Financial Adviser", "content": "Job Summary

We are seeking a highly organized and detail-oriented administrative professional to support our Financial Adviser in delivering exceptional client service. The successful candidate will have previous experience in a similar role and be proficient in processing pension and investment business.

Key Responsibilities
  • Manage the Adviser's diary and schedule meetings
  • Liaise with clients, providers, and internal teams
  • Prepare and attend meetings, including annual reviews and suitability reports
  • Process business submissions and update spreadsheets and back-office systems
  • Organize travel and accommodation for clients and Adviser
Requirements
  • Previous experience in an administrative role supporting a Financial Adviser
  • Experience of processing pension and investment business
  • Strong IT skills, including Word, Excel, and Curo/Voyant
  • Excellent time-management and organization skills
  • Ability to work under pressure and deliver accurate work consistently
Benefits
  • 4-day working week (Monday to Thursday, 8.30am-5pm with one evening to 8pm)
  • 28 days' holiday plus stats
  • Pension scheme
  • Generous monthly bonus
", "lang_code": "en-US"}