Financial Services Administrator - Newcastle upon Tyne, United Kingdom - H J Wealth Management

Description

• We are now looking to recruit an Administrator to join our support team._
• As a key part of this small office team you will be highly efficient, organised, and be able to multitask and prioritise tasks accordingly. You will have a 'handson' approach and not be afraid to get on with the task in hand._
• As a small firm, there is significant scope for development to paraplanner and/or financial adviser along with subsidised examinations and training._
• Key responsibilities include:_
• Client Support including:_
• Preparing documentation for Client meetings_
• Booking appointments and scheduling meetings_
• Production of client valuations and preparation of review packs_
• Client liaison_
• Updating presentation data; including Client and marketing data_
• Liaising with 3rd party providers and professional connections_
• Providing proactive diary management for the Financial Adviser/Business Owner_
• Coordinating and managing travel arrangements for the Financial Adviser/Business Owner_
• Office Administration including:_
• Coordinating office procedures_
• Managing Client refreshments_
• Managing incoming telephone communications_
• Ensuring that the administration elements of the business are run in a responsible and efficient manner_
• Coordinating and implementing business projects to support business development and growth_
• Role Requirements:_
• Experience gained from working for a firm of Financial Advisers is desirable but not essential_
• You will be IT literate_
• You will have excellent organisational skills with very good attention to detail_
• Company information_
• We are a Wealth Management practice based in Newcastle upon Tyne. Our high net worth clients include successful business people, families and retirees based in the North East; providing them with a complete range of wealth management and personalised financial planning services._

• Company pension
• Flexitime
• Free parking
• Onsite parking

• Flexitime
• Monday to Friday

• Yearly bonus

• Bachelor's (preferred)

• English (required)