Financial Services Administrator

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;

• Managing adviser diaries and preparing review paperwork for client meetings
• Completing actions and administration after client meetings
• Preparation and processing of new business
• Assist in the preparation of Financial Planning Reports
• Handling non-advice customer queries by telephone and email
• Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
• Keep up to date with financial products and legislation, demonstrating continual learning and development
• Other administrative duties as required

To be successful you should be able to demonstrate :