Financial Services Administrator - Sunderland, United Kingdom - EGRecruiting

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EGRecruiting
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Sunderland, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Location:
Wearside


Salary:
£18,000 to £25,000 (depending on experience)

  • Previous administration experience within a Financial Services business
  • Some knowledge of pensions, investments and protection products
  • Be customer focused, with a proven background in delivering excellent customer service
  • Possess excellent numeracy skills, with a good eye for detail
  • Excellent communication skills, both written and verbal
  • Selfmotivation, be highly organised and have good problemsolving capabilities
  • Good IT skills including Word, Excel and the ability to pick up new systems quickly
  • Keen to study and develop a career in Financial Services

Benefits:

Hours: 35 (Monday to Friday 9am-5pm)
Holidays: 28 days (including Bank Holidays)

Pension:
Employer 4% contribution, Employee 5% minimum contribution
Life Assurance: 1 x gross annual salary

Discretionary Bonus:
Up to 10%

Study Support:
Ongoing development programme with financial assistance towards study materials and course fees, with salary reward


Role:

Are you an experienced Administrator with some knowledge of investments and pensions, keen to learn and develop your career?

Would you like to be supported financially with your study and be rewarded for your success, with a clear development path?


As part of their ongoing growth, a successful Chartered firm in Wearside, have a great opportunity for you to provide quality administrative support, to the Independent Financial Advisers.

The business offers comprehensive financial planning to high-net-worth individuals and corporate clients and prides itself on its ethical advice and personal service.

Working as part of a team, you'll be supported to:

  • Manage adviser diaries and prepare review paperwork for client meetings
  • Complete actions and administration following client meetings
  • Prepare and process new business
  • Assist in the preparation of Financial Planning Reports
  • 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
  • Complete other administrative duties, as required

Qualifications:

Advantageous, however not essential

The desire to study and achieve industry qualifications, is essential

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:
£18,000.00-£22,000.00 per year


Benefits:


  • Company pension

Schedule:

  • Monday to Friday

Work Location:
One location


Reference ID:
EGR/10801
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