Financial Administrator - Newcastle upon Tyne, United Kingdom - Proactive Personnel

Proactive Personnel

Verified Company

Newcastle upon Tyne, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Proactive Personnel have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office.

This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.

You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Specific Responsibilities:

The key duties of the role are:

Client correspondence, written and verbal
Processing New Business
Preparation of client review packs
Arranging client meetings and managing the Adviser's diary
Illustration requests
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
Taking phone calls, inquiries and requests, and handling them where appropriate
Backoffice support

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Role Requirements:

Previous experience working in a Financial Planning firm is
desirable .
Ability to produce concise business correspondence and proofread for grammar, spelling and punctuation with a high degree of accuracy.
Good working knowledge of IO and Platform.
Confident with IT and office software packages including Teams, Outlook, Word and Excel.
Ability to manage and prioritise workloads.
Excellent planning, organisational and multitasking abilities.
Analytical and problemsolving skills.
Flexibility/ adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.