Job description
IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their Sunderland-based offices.
The business is a well respected Financial Advisory firm who have team with longevity and a examples of progression throughout.
The role will suit a positive individual who has experience within an Administrative capacity, ideally within the Financial Services industry, who enjoys liaising with senior team members.
Responsibilities include;
1. Managing adviser diaries and preparing review paperwork for client meetings
2. Completing actions and administration after client meetings
3. Preparation and processing of new business
4. Assist in the preparation of Financial Planning Reports
5. Handling non-advice customer queries by telephone and email
6. Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
7. Keep up to date with financial products and legislation, demonstrating continual learning and development
8. Other administrative duties as required
To be successful you should be able to demonstrate:
9. Strong numeracy skills, with a good eye for detail
10. Excellent communication skills both written and verbal
11. Self-motivation, be highly organised and have good problem solving capabilities
12. Good IT skills such as Word, Excel and the ability to pick up new systems quickly
13. A proven background in providing excellent customer service