Client:
IDEX Consulting
Location:
Brighton, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Description:
IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area.
The role will suit a positive individual who has experience within an Administrative capacity within the Financial Services industry, 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
* Assist in the preparation of Financial Planning Reports
* Handling non-advice customer queries by telephone and email
* Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
* Keep up to date with financial products and legislation, demonstrating continual learning and development
* Other administrative duties as required
To be successful you should be able to demonstrate:
* Strong numeracy skills, with a good eye for detail
* Excellent communication skills both written and verbal
* Self-motivation, be highly organised and have good problem-solving capabilities
* Good IT skills such as Word, Excel and the ability to pick up new systems quickly
* A proven background in providing excellent customer service
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
Bank or payment details should not be provided when applying for a job. All applications should be made via the 'Apply now' button.
Created on 22/03/2025 by TN United Kingdom
#J-18808-Ljbffr