*Financial Services Administrator*
This is an excellent opportunity for a highly experienced financial planning administrator to join a successful financial advisory practice based in their Newcastle office. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment.
*The Role*
In this role, you will be responsible for providing full administrative support to the financial planning team. This will include processing new business applications, completing client paperwork and preparing client reports. You will also handle customer queries and update customer information records.
You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development with full study support should you wish to work towards the Diploma in Financial Planning.
*Duties will include:*
· You will be involved in looking after both new and existing business
· Obtaining illustrations on new business
· Collating portfolio valuation reports
· Accessing provider platforms to obtain crucial information
· Processing business accurately and in a timely fashion in line with compliance guidelines
· Document preparation, scanning and data input as required
· Diary management and other ad hoc tasks as required by the advisers
· Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required
· Working in a friendly team environment working towards common goals
*The ideal candidate will have;*
· Experience working in the above role is ESSENTIAL.
· Excellent communication and customer service skills
· The ability to work to tight deadlines
· Strong organisational skills with a keen eye for detail
· A good standard of education
· The ability to work independently and as part of a team
· A professional and confident telephone manner
*The offering*
The successful candidate will be rewarded with a competitive salary, depending on level of qualification and experience.
This is an exciting opportunity to join a highly successful organisation and make a real difference to their clients. If you have the right skills and experience, then we would love to hear from you.
So, if you are looking for a rewarding role that will allow you to develop your financial services knowledge and skills, then this could be the perfect role for you.
To apply, please submit your CV or contact Jenny on jenny @ tempestjones . com
NB salary quoted is dependent on experience but also industry qualifications.
Job Types: Full-time, Permanent
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Schedule:
* Monday to Friday
Application question(s):
* It is essential that candidates have the right to work permanently in the UK. Do you have permanent residency?
Work authorisation:
* United Kingdom (required)
Work Location: In person
Reference ID: 876789
