| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Stockton-on-Tees |
| Education | Not Mentioned |
| Salary | £25,000 - £29,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Candidate Requirements:· 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 roleBenefits:Hours - 4 days (condensed hours) - Monday to Thursday 8.30am-5pm (to 8pm one evening)Holidays - 36 daysPensionGenerous monthly bonusAdditional benefits after qualifying periodRole: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 offOur 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 clientsKnow someone who the above job would be a perfect fit forREFER THEM ...and receive £250 when they start in their new role!