Administrator – Financial Services

Administrator - Financial Services


Financial Services

£22,000 - £29,000

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


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



  • 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


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

REFER THEM …and receive £250 when they start in their new role!

Are you interested?

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