Financial Services Administrator

1 week ago


Wallsend, United Kingdom Newcastle Building Society Full time

About the Role

As an NFAL Financial Services Administrator you will be part of a growing team who deliver a high standard of service to both internal and external customers.

We provide first class customer care through inbound and outbound calls, with the drive and determination to always put our customer first and to get things right the first time.

In addition to handling customer calls you will also assist our Financial Advisers with a broad range of administrative tasks, such as investment/pension transfers, death of investor and many more. This varied workload allows you to conquer different challengesevery day, giving you a real sense of accomplishment.

We continuously strive to improve the way we work and the customer experience so new ideas are welcomed.

If you would like to be part of a fun and friendly team then this is the job for you

About You
- Strong accuracy and attention to detail
- Be proactive in bringing forward new ideas to improve operating efficiencies
- Be confident to work independently and within a team
- The ability to multi-task, collaborate effectively and manage a high volume of work
- Experience with inbound and outbound calls
- Good time management skills are essential
- Ability to build a good rapport with internal and external customers

About Us

Newcastle Financial Advisers is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 17 years. Our teams of Financial Advisers deliver expert face-to-face advice to customers across our entirebranch network, supported by our sales support team, providing technical and administrative services.

We deliver a restricted advice service through our Appointed Representative partnership with Openwork, one of the UK’s largest financial advisory networks. The Openwork proposition provides access to a wide range of investment, pension and protection productsfrom some of the UK’s biggest financial brands to meet the financial planning needs of our customers.

**As well as receiving a competitive annual salary our colleague benefits package also includes;**
- 25 days holiday allowance (rising to 30 days with length of service) + bank holidays
- Corporate bonus scheme
- Subsidised event tickets
- Generous pension scheme
- Performance-related pay
- Volunteering days
- Flexible working hours


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