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A great opportunity is available for an experienced Administrator, to join a well-established and successful wealth business, north of Newcastle. Good transport links are available, along with free onsite parking.
Working from professional and modern offices, the focus is on providing an excellent and truly personal, service to clients. You鈥檒l be part of a friendly, small team where your role will be to support Financial Advisers in all aspects of the business.
This is a varied role and responsibilities will include:
路 Providing a high level of service to both existing and new clients路 Answering the telephone to clients; 3rd party providers and internal departments in a polite and professional manner路 Management of all documentation; uploading and inputting information accurately onto database; scanning documentation into the electronic filing systems; filing and shredding of confidential data路 Diary management for the Advisors路 Contacting 3rd party providers to request information路 Processing business submission accurately and in a timely manner路 Producing client review reports to be sent out via email/post路 Preparing presentation reports
Candidate Requirements:
- Must have previous administration experience, ideally gained in a Financial Services environment, supporting Advisers
- Excellent verbal and written communication skills
- Able to deliver high quality, accurate work
- Well organised with the ability to prioritise work and achieve deadlines
- Keen to learn with a positive and willing attitude
- Must like dogs (dog in office!)
Benefits:
- 9am-5pm and Friday 9am-2pm
- Holidays 23 days plus stats
- Pension
- Private medical insurance
- Bonus (Quarterly and Annual)
- Free On-site parking
- Study support (if desired)
Know someone who the above job would be a perfect fit for?
REFER THEM ...and receive 拢250 when they start in their new role!
