Administrator (Financial Services) - Houghton le Spring, United Kingdom - EGRecruiting

EGRecruiting
EGRecruiting
Verified Company
Houghton le Spring, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Benefits:


  • Pension
  • Private Medical Insurance
  • Life cover
  • Performance related bonus
  • Free parking
  • Experience within Financial Services, in particular, supporting Advisers with administration
  • An understanding of the financial planning process
  • A general knowledge of pensions, investments and protection
  • A willingness to follow business processes, procedures and work to targets and deadlines
  • Achieve agreed outcomes without supervision
  • Accuracy and attention to detail
  • Positive attitude and strong work ethic
  • Flexible and helpful approach to work
  • The ability to work well under pressure both independently and in a team
  • Strong interpersonal and communication skills, both written and verbal
  • Organised with the ability to multitask and prioritise workload effectively
  • Competent IT skills

Role:


As part of their ongoing growth, our client is looking to recruit an additional, experienced Financial Services Administrator, to work out of fabulous, modern offices at Houghton-le-Spring.

The office benefits from free parking and good transport links.

This is a regional office and part of a larger organisation and offers a face-paced and varied role, working within a small and experienced team.


Responsibilities will include:

  • Preparing meeting packs for Advisers
  • Liaising with providers and clients via telephone
  • Dealing with client queries e.g. withdrawals/death of a client/change of address/fund switches/trust documents
Know someone who the above job would be a perfect fit for?

REFER receive £250 when they start in their new role


Job Types:
Full-time, Permanent


Salary:
£22,000.00-£26,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Life insurance
  • Private medical insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Work Location:
In person


Reference ID:
EGR/10816
More jobs from EGRecruiting
See all jobs of EGRecruiting