Financial Administrator

5 days ago

Sunderland, United Kingdom Tempest Jones Full time

**Financial Planning Administrator**

**Competitive salary based on experience plus study support and a long term career path within financial planning.**

Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you.

My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team on the outskirts of Sunderland.

This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment.

**The Role**

You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development with full study support should you wish to work towards the Diploma in Financial Planning.

**Duties will include**:

- You will be involved in looking after both new and existing business
- Obtaining illustrations on new business
- Collating portfolio valuation reports
- Accessing provider platforms to obtain crucial information
- Processing business accurately and in a timely fashion in line with compliance guidelines
- Document preparation, scanning and data input as required
- Diary management and other ad hoc tasks as required by the advisers
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required
- Working in a friendly team environment working towards common goals
- Experience working in a similar role in the financial services sector, ideally
- Excellent communication and customer service skills
- The ability to work to tight deadlines
- Strong organisational skills with a keen eye for detail
- A good standard of education
- The ability to work independently and as part of a team
- A professional and confident telephone manner

**The offering**

This is an exciting opportunity to join a highly successful organisation and make a real difference to their clients. If you have the right skills and experience, then we would love to hear from you.

So, if you are looking for a rewarding role that will allow you to develop your financial services knowledge and skills, then this could be the perfect role for you.

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Sunderland: reliably commute or plan to relocate before starting work (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

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