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Financial Services Administrator

2 months ago

North Shields, North Tyneside, United Kingdom EGRecruiting Ltd Full time
Administrative Assistant - Financial Services

EGRecruiting Ltd is seeking a highly motivated and organized Administrative Assistant to join our team in North Tyneside. As a recent Graduate, this is an excellent opportunity to start your career in Financial Services and work with a well-established IFA firm.

Key Responsibilities:
  • Organize and manage workload, including data entry and administrative tasks
  • Liaise with clients and providers to request and chase policy information, relating to pensions, investments, and protection policies
Candidate Requirements:
  • Recently qualified Graduate (Economics/Finance/Financial Services Related) or Administrator
  • Ideal candidate will have some administration experience or previous experience gained within an IFA firm or regulated environment
  • Excellent verbal and written communication skills
  • Excellent attention to detail
  • Ability to work on own initiative and within a team
  • Good knowledge of Microsoft Office packages, including Word, Excel, PowerPoint, and Outlook
  • Commitment to pass basic internal financial services exams within 3 months of employment
Benefits:
  • 35 hour week with hybrid working
  • 25 days holiday (increasing to 30)
  • Pension (matched to 7.5%)
  • DIS x4
  • Income protection (75% of salary)
  • Access to free financial advice
  • Interest free season tickets loans, eye care, and childcare vouchers
  • Shopping discounts (holiday, gym, and high street retailers)
  • Flexi-benefits
  • Career development