Financial Services Administrator

TN United Kingdom; Sunderland; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in the financial advisory sector is seeking a Financial Services Administrator to join their Sunderland team. This role offers a unique opportunity for a motivated individual with administrative experience to thrive in a supportive environment. You'll be responsible for managing adviser diaries, preparing essential paperwork, and ensuring compliance with regulatory obligations. If you have a knack for organization and a passion for customer service, this position could be your next career step. Join a firm that values growth and offers a pathway for professional development in the financial services domain.

Qualifications

• Experience in administrative roles, preferably in Financial Services.
• Strong communication skills and customer service experience.

Responsibilities

• Manage adviser diaries and prepare review paperwork for client meetings.
• Handle non-advice customer queries via telephone and email.

Skills

Numeracy Skills

Attention to Detail

Written Communication

Verbal Communication

Self-Motivation

Organization

Problem-Solving

Customer Service

Tools

Microsoft Word

Microsoft Excel

Job description

Social network you want to login/join with:

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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