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Newcastle upon Tyne, England, North East

Permanent

My client is looking for a Financial Service Administrator who thrives in a collaborative and supportive environment to join our dynamic team. The ideal candidate will have experience working within the financial services industry.

They are seeking someone confident in dealing with Pensions, Investments and Savings, Mortgages and Protection to support our Financial Consultants and provide an excellent client experience throughout their financial journey.

The candidate should possess strong administrative and organisational skills, high attention to detail, a commitment to accuracy, and excellent telecommunication skills. Ability to work independently or as part of a team, multitask effectively, and prioritize clients' needs is essential.

Location: Office based in Newcastle upon Tyne

Hours: Full-time (37.5 hours) with flexible start and finish times

Salary: Dependent on experience (£25,000 to £29,000)

Start Date: ASAP

You will play a vital role in supporting our Financial Consultants and ensuring smooth day-to-day operations. This key back-office position involves providing high-quality administrative and client service support.

Minimum requirements: Experience in the financial services industry.

Key responsibilities include:

1. Managing deadlines
2. Confidently using Microsoft Office (Word and Excel) and familiarity with CRM systems
3. Preparing new and review client meeting packs
4. Maintaining comprehensive client information in the back-office system
5. Undertaking product research to support recommendations
6. Processing new business accurately and in line with company standards
7. Ensuring AML compliance
8. Handling enquiries related to Pensions, Investments, Mortgages, and Protection
9. Accessing provider platforms for information gathering
10. Engaging with clients and providing updates
11. Coordinating with product providers and third parties
12. Creating suitability reports
13. Managing workflow and chasing outstanding information
14. Maintaining organized paper and electronic filing systems
15. Diary management and ad hoc tasks as needed
16. Answering calls professionally and courteously
17. Photocopying, typing, and email correspondence

Kinetic plc is a recruitment consultancy with over 40 years of experience delivering staffing solutions to engineering, manufacturing, and technical industries. All applications are treated confidentially. Applications not meeting the specifications may not be contacted, but CVs will be retained for future opportunities.