Administrator (Financial Services) - Newcastle upon Tyne, United Kingdom - EGRecruiting

EGRecruiting
EGRecruiting
Verified Company
Newcastle upon Tyne, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Must have competent administration skills

  • Financial Services experience would be highly desirable
  • Knowledge of IO (Intelligent Office) would be advantageous
  • Excellent communication skills
  • Strong literacy and numeracy skills
  • Computer literate with working knowledge of Microsoft Office
  • Ability to prioritise and work well under pressure

Benefits:


  • Hours: 36.5 Mon-Thurs 8.305pm, Friday 4pm
  • Holidays: 25 (inc Xmas) increasing to 30
  • Pension: 5% employer contribution
  • Bonus: Generous discretionary, paid June
  • Study Support: Materials, time off for exams and paid resits

Role:

Are you a professional, process-driven Administrator with superb attention to detail?


A small, dedicated and client-centric IFA firm, located on the outskirts of Newcastle, are now seeking to recruit an additional 2 Administrators to their team.


The role would suit an individual possibly with Financial Services experience, who would like to work in partnership with one Adviser.

Someone who enjoys working in a fast-paced, process-driven environment, who excels in delivering accurate work.

Alternatively, someone keen to begin their Financial Services career and take full advantage of study/exam support, whilst learning processes, systems and gaining extensive investment, pension and protection knowledge, working alongside a highly successful Adviser and talented team.


Responsibilities:


  • Completing, submitting and processing new business via platforms and product providers
  • Take ownership of organising monthly client reviews including preparation of review files, valuations and investment performance reports
  • Liaise with clients in a friendly professional manner both on the phone and face to face
  • Maintain detailed and accurate records, databases and paper files making sure these are up to date and compliant
  • Maintain and manage spreadsheets and other records
  • Produce letters, reports and invoices as required
  • Carry out general office tasks including photocopying, scanning and filing

Qualifications:


  • Industry qualifications are not required study support will be provided (if desired) to attain Level 4 Diploma in Regulated Financial Planning
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:
£20,000.00-£26,000.00 per year


Benefits:


  • Company pension

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:
EGR/10807
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