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    Financial Services Administrator - Sunderland, Tyne and Wear, United Kingdom - IDEX Consulting

    Idex Consulting background
    Part time
    Description

    Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.

    We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers.

    Completing actions and administration after client meetings
    Assist in the preparation of Financial Planning Reports
    Handling non-advice customer queries by telephone and email
    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
    Good IT skills such as Word, Excel and the ability to pick up new systems quickly
    A proven background in providing excellent customer service


    Ideally you will have experience working in financial services administration with an understanding of the regulatory regime, however if you have administrative experience in another industry, are keen to learn and enthusiastic about a career in financial services then please get in touch.

    Visit the IDEX Consulting Ltd website for further opportunities.

    For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

    Our Diversity, Equity and Inclusion Mission

    At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

    We are committed to driving conscious inclusion across our business and creating equitable pathways.
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