• Job Type: Part-time (21 hours per week)
• Location: Darlington
• Salary: Competitive
An established and successful financial planning firm in Darlington is seeking an experienced Financial Services Administrator / Accounts Assistant to join their client servicing team.
The role involves providing administrative support to advisers and assisting Accounts Manager with daily accounting tasks, ensuring a positive professional experience for our clients.
Day to Day of the Role:
• Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.
• Utilise the company’s Client Management System for organisation and planning, making the best use of resources.
• Undertake general administrative duties such as scanning, filing, and preparing letters to maintain compliance and meet deadlines.
• Update and check the online diary daily to meet client requirements and maintain customer satisfaction.
• Provide administrative support to advisers, ensuring the highest standard of customer service and meeting regulatory requirements.
• Assist the Accounts Manager with daily accounting needs.
Required Skills & Qualifications:
• Experience in a financial services administration role is preferred, but training will be provided for experienced administrators from an alternative finance background.
• Excellent IT skills, including proficiency in Outlook, Word, Excel, and Sage Accounting Software.
• Experience with audio typing.
• High level of numeracy and accurate typing/data entry skills.
• Strong telephone and written communication skills, able to create clear and informative emails and letters without templates.
• Excellent organisational skills, ability to multi-task, and work to deadlines.
• Team player with the ability to work independently.
About You:
• Keen attention to detail and sensitivity to data.
• Quick learner with a strong work ethic and enthusiasm for the role.
• Proactive, organised, and flexible, with a willingness to learn and develop within the role.
Benefits:
• Competitive salary.
• Exceptional pension.
• Opportunity to be part of a supportive team in a successful firm.
• Professional development and training in financial services administration.
• Flexible working hours in a part-time capacity