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Client:
IDEX Consulting
Location:
Sunderland, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
98d5077a3597
Job Views:
12
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
IDEX is recruiting on behalf of a business demonstrating strong growth across the UK, which now requires a Financial Services Administrator to join their Sunderland-based offices.
The business is a well-respected Financial Advisory firm with a team showing longevity and progression opportunities.
The role is suitable for a positive individual with administrative experience, ideally within Financial Services, who enjoys liaising with senior team members.
Responsibilities include:
* Managing adviser diaries and preparing review paperwork for client meetings
* Completing actions and administration after client meetings
* Preparation and processing of new business
* Assisting in the preparation of Financial Planning Reports
* Handling non-advice customer queries via telephone and email
* Ensuring customer administration complies with regulatory obligations
* Keeping up to date with financial products and legislation through continual learning
* Performing other administrative duties as required
To be successful, you should demonstrate:
* Strong numeracy skills and attention to detail
* Excellent written and verbal communication skills
* Self-motivation, organization, and problem-solving abilities
* Proficiency in Word, Excel, and adaptability to new systems
* Experience in providing excellent customer service
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