What are we looking for:Our clients are looking for a team player who thrives in a collaborative and supportive environment to join their dynamic team and has experience working within the Financial Services Industry.We are looking for someone who is confident in dealing with Pensions, Investments and Savings, Mortgages and Protection to support our Financial Consultants and to provide an excellent client experience throughout their financial journey.Someone who has strong administrative, organisational skills, High attention to detail, a commitment to accuracy, with excellent telecommunication skills.Someone who is able to work on individual tasks or as part of a team with the ability to multitask effectively along with demonstrating that the clients are at the forefront of your mind at all times.Location: Office based in Newcastle upon TyneHours: Full-time position (37.5 Hours)Salary: Dependent upon experienceStart Date: ASAPAbout the roleYou will play a vital role in supporting Financial Consultants and ensuring smooth day-to-day operations. This is a key position within the back-office function, providing high-quality administrative and client service support.Key Responsibilities
• Managing Deadlines
•Confident in using Microsoft office, word and excel and familiarity with CRM systems for data management and document scanning.
•Prepare new and review client meeting packs.
•Ensure comprehensive client information is maintained in the back-office system.
•Undertaking product research to support the Financial Consultants recommendations
•Process new business, ensuring documentation is accurate and processed in line with agreed company standards.
• Ensure files are compliant with AML requirements.
• Dealing with several enquiries pertaining to Pension/Investments/mortgage and Protection business
• Accessing provider platforms to gather essential information
•Engage with clients and provide regular updates on their case.
•Engage with product providers and other 3rd parties to ensure that client activity can be processed timely and effectively.
• Creating suitability reports
•Manage workflow and monitoring/chasing outstanding information promptly.
•Maintaining an organised and updated filing system - both paper and electronic
•Diary management and other ad hoc tasks as requested by advisers.
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties
•Photocopying and typing documents, letters, email when required.Why Join ?Over 140 years of knowledge and experience. Supportive, professional, and friendly team environment, obtain the relevant qualifications to grow and develop your career within the financial services industry. Work with experienced consultants and gain insight into financial planning processes.Benefits include, company pension scheme, Sick Pay provisions and holiday entitlement which increase after 5 years of service.