Due to success and continued growth, our client is looking to recruit an additional and experienced, Financial Services Administrator, to support the business. Whilst full-time hours are preferred, flexibility with start and finish times is available and part-time hours may be considered, for the right candidate.

Working from modern offices in Newcastle city centre, you’ll be part of a client-centric team and deal with both existing and new clients. Communication is key here, so you’ll need to be a confident communicator, great at following and completing processes, both accurately and on time.

You’ll support several Advisers and your responsibilities will include:

· Create client files
· Email pre-meeting information to client
· Book client meetings
· Prepare meeting packs
· Process LOA’s and liaise with providers to obtain relevant information
· Action withdrawal requests; top-ups, fund switches utilising in-house systems
· Deal with client queries
· Provide admin support to marketing (client letters, birthday and Christmas cards etc)
· Scanning and managing post
Candidate Requirements:
Must have experience of supporting Financial Advisers in an administrative capacity
*Good knowledge of pensions, investments and protection products
*Experience of Salesforce would be advantageous
*Enjoy working and contributing within a team environment
*Excellent communication skills, both written and verbal
*Confident and capable - able to deliver accurate work
*Mature attitude with a client-centric approach
Benefits:
Hours: 35 (9am-5pm/1 hour lunch) some flexibility
Holidays: 28, plus Xmas closure
Pension
Private Medical Insurance
Critical Illness Cover
DIS X4
Bonus up to 15%, paid quarterly
Full Study Support
Qualifications:
Not essential
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