Financial Services Administrator

Financial Services Administrator

EGR/10859

Financial Services

£22,000 - £25,000

  • Office based,
  • 35 hour week,
  • 25 days holiday,
  • Generous annual bonus,
  • Pension,
  • Healthcare,
  • Study support,
  • Progression,
  • Free parking

31/03/2024

Are you an experienced Financial Services (IFA) Administrator, able to deliver a superb customer experience and who always strives to do their very best?

If so, our Client, a high profile and successful Firm in Teesside, has an immediate requirement for you. This is far removed from a large, corporate business. The company prides itself on being both client and employee centric and has a family feel. You will be valued and fully supported in your role, working within an established team, playing a pivotable role in delivering a first-class service to clients.

Whilst progression is available, it is envisioned the the individual will continue in this role for at least 2 years. Study support to achieve DipPFS is available.

Responsibilities will include:-
•        Accessing systems to obtain data
•        Updating systems with accurate and timely transfer of client information
•        Processing new business across various products
•        Request missing information and resolution of queries arising from work
•        Manage telephone and email communications from clients and providers
•        Ensure client reviews are booked in for a respective Adviser
•        Handling sensitive information in a confidential manner
•        Provide ad-hoc administration support to manager and other team members
•        Contribute to development of internal office processes

·        Industry qualifications would be desirable, not essential
·        GCSE in Maths and English

  • Previous experience within a similar role, in Financial Services
  • Knowledge of investment, pension and protection products
  • Professional and positive attitude
  • Strong interpersonal skills
  • Strong organisational skills and efficiency
  • Excellent attention to detail
  • Excellent standard of written and verbal communication
  • Ability to interpret data and to analyse where existing procedures and practices can be improved
  • Ability to empathise and build strong business relationships with colleagues and strategic partners
  • Possess the ability to work using your own initiative
  • Ability to manage own time and workload

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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