Senior Financial Administrator - Sunderland, United Kingdom - Theo James Recruitment Ltd

Theo James Recruitment Ltd
Theo James Recruitment Ltd
Verified Company
Sunderland, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Senior Administrator - Sunderland - £26,000-£30,000

Why Should You Apply?

  • 28 days holidays (including bank holidays) plus option to purchase another 5 days
  • KPI measured bonus
- up to 10%

  • Training and development opportunities
- including opportunities to be put through qualifications

  • Free onsite parking
  • Join a company who believes in training and supporting their staff to deliver the highest customer service standards

The Company:

Theo James is delighted to be working on an exclusive basis with this leading Chartered Independent Financial Advisory firm who are looking to expand their rapidly growing team


Salary & Shifts of a Senior Administrator:

Salary:
£26,000 - £30,000 depending on experience

Hours:
Working hours 9.00am to 5.00pm, Monday to Friday with 1 hour lunch (35 hour working week) - fully based on-site


Skills & Requirements of a Senior Administrator:

  • Proven experience in an Administration function
  • Excellent communication skills, both written and verbal
  • Strong IT skills such as Word, Excel and the ability to pick up new systems quickly
  • Ability to demonstrate good customer service skills
  • Excellent numeracy skills, with a good eye for detail

Role of a Senior Administrator:


  • Managing adviser diaries and preparing review paperwork for client meetings
  • Completing actions and administration after client meetings
  • Preparation and processing of new business
  • Assist in the preparation of Financial Planning Reports
  • Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
  • Keep up to date with financial products and legislation, demonstrating continual learning and development
  • Overseeing junior colleagues and supporting the Office Manager
  • Other administrative duties as required
-
Theo James Recruitment specialise in Manufacturing & Engineering recruitment across the following disciplines._

  • Senior Appointments
  • Leadership and Management
  • Supply Chain/Logistics


  • Design

  • Engineer, Management
  • Project Engineering, Management
  • Production / Process Engineering


  • Maintenance

  • Technician, Engineer, Management


  • Quality

  • Engineering, Management
  • Health, Safety & Environmental
  • HR & Finance
  • Sales, Business Administration & Customer Services

Job Types:
Full-time, Permanent


Salary:
£26,000.00-£30,000.00 per year


Benefits:


  • Free parking
  • Onsite parking

Schedule:

  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Bonus scheme
  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • Sunderland, Tyne and Wear: reliably commute or plan to relocate before starting work (required)

Work Location:
In person

Reference ID: 40007
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