Financial Services Administrator

24 hours ago


StocktononTees, Stockton-on-Tees, United Kingdom EGRecruiting Ltd Full time
{"title": "Administrative Support for Financial Advisers", "subtitle": "Join our team as a skilled Administrator/Paraplanner", "content": "

We are seeking a highly organized and detail-oriented Administrator/Paraplanner to support our Financial Advisers in delivering exceptional client service. As a key member of our team, you will be responsible for managing diaries, preparing and attending meetings, and processing business for our clients.

Key responsibilities include:

  • Managing diaries and scheduling meetings
  • Preparing and attending meetings with clients and providers
  • Processing business for clients, including submitting applications and updating records
  • Providing administrative support to our Financial Advisers, including responding to queries and preparing reports
  • Assisting with the preparation of suitability reports and other documentation

Requirements:

  • Previous experience in an administrative role, preferably in a financial services environment
  • Excellent organizational and time management skills, with the ability to prioritize tasks effectively
  • Strong communication and interpersonal skills, with the ability to build professional relationships with clients and colleagues
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook
  • Ability to work accurately and efficiently, with a high level of attention to detail

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Collaborative and supportive team environment
", "company": "EGRecruiting Ltd", "location": "Stockton", "industry": "Financial Services"}

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