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Financial Services Administrator

About the role

A well-known financial services organisation based in the Newcastle upon Tyne area, are seeking an Administrator to join their Investments team due to continued success. This role is offered on a full-time basis, working 9-5 Monday to Friday, with flexible working available.

About the role:

• Case management, meet company KPIs

• Process pension payroll, banking cheques and issue payments to clients

• Build key relationships with clients and other parties

• Confidently deal with a variety of client and adviser enquires by phone and email or secure messaging.

• General Admin support to the Banking Team Manager

• Other tasks as required by the business

About you:

• Must have worked in a fast-paced environment previously, preferably in financial services

• Fantastic multi-tasker and able to prioritise workload

• Able to work as part of a team and independently

• Quick learner and able to use own initiative

• Excellent organisational skills, good accuracy, and attention to detail

• Work well under pressure and to strict guidelines

What’s in it for you:

• 22 days annual leave plus bank holidays

• Hybrid work pattern

• Further training and career progression opportunities

• Opportunity to study for financial qualifications, funded by the company

This is a great opportunity to join a business that is growing due to continued success, with great career progression available.

If interested, click “apply now” and one of the team will be in touch.

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