Administrator - Financial Services

Candidate Requirements:

· Must have previously supported a Financial Adviser
· Experience of processing pension and investment business
· Knowledge of wills and trusts would be desirable
· Exposure of cash flow modelling desirable
· Possess sound IT skills, specifically Word and Excel, Curo and Voyant experience would be advantageous
· Possess good time-management and organisation skills, with the ability to prioritise effectively
· Able to deliver accurate work consistently and at a fast-pace
· Comfortable working under pressure
· Must be a confident communicator with the ability to build professional relationships easily
· Must enjoy being part of a team
· Hold key values of trust, integrity and dependability
· Seeking longevity in a role

Benefits:
Hours - 4 days (condensed hours) - Monday to Thursday 8.30am-5pm (to 8pm one evening)
Holidays - 36 days
Pension
Generous monthly bonus
Additional benefits after qualifying period

Role:

Are you a competent Financial Services Administrator with a desire to work in a small, friendly team, where your efforts will be recognised, generously rewarded AND allow you to have Fridays off?
Our Client is a successful and award-winning Financial Advice firm, based in Stockton who provide a highly-client-focused, holistic financial planning service to individuals and the owners of small businesses.

The team thrive on delivering an exceptional service and are united by a drive to achieve success for their clients and a belief that how they approach their work, is just as important as the results.

On offer is a busy, varied and fast-paced role and your responsibilities will include:-
· Respond to telephone and email queries
· Liaise with Adviser, clients and providers
· Volume diary management for Adviser
· Schedule, prepare and attend meetings
· Annual review preparation, contact clients for information
· Update spreadsheets and back-office system
· Prepare cash flow plan
· Process actions from meetings, for both new and existing clients
· Review risk profile and fact-find
· Occasionally, complete suitability report
· Obtain Letters of Authority
· Submit business to provider platforms
· Organise travel and accommodation
· Provide hospitality for visiting clients

Know someone who the above job would be a perfect fit for?

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