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Financial Services Administrator

2 months ago

Durham, Durham, United Kingdom Recruit UK Full time

Job Title: Financial Services Administrator

Industry: Financial Services

Job Summary:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of our financial planning services.

Key Responsibilities:

  • Provide administrative support to our financial advisers, including data entry, document preparation, and client communication.
  • Assist with the preparation of financial plans, reports, and presentations.
  • Manage and maintain accurate and up-to-date records and databases.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
  • Collaborate with the team to achieve business objectives and improve processes.

Requirements:

  • Previous experience in a financial services administration role, preferably with a Level 4 Diploma 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.
  • Proficient in Microsoft Office, particularly Excel, Word, and Outlook.
  • Intelligent Office (IO) experience is highly desirable.

What We Offer:

  • A competitive salary of up to £32,000, depending on experience.
  • A comprehensive benefits package, including study support towards a Level 4 Diploma in Financial Planning.
  • A friendly and supportive team environment, with opportunities for professional development and growth.
  • A chance to work with a leading Independent Financial Advice firm, making a real difference in people's lives.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We are passionate about matching talented individuals with exciting career opportunities in the financial services sector. Our commitment to our clients and candidates is to provide honest feedback, personalized service, and a holistic approach to career happiness.