Featured

Financial Services Administrator

Posted 19 June by KCR Solutions
Salary icon £24,000 - £30,000 per annum
Location icon Newcastle Upon Tyne , Tyne And Wear

Register and upload your CV to apply with just one click


KCR Solutions are delighted to be working with this successful financial services business to recruit a Financial Services Administrator. Your duties will be as follows:

  • Providing efficient and effective administrative support to the financial advisers
  • Creating new client packs
  • Organising and producing all documentation as required
  • Contacting providers regarding client’s policies
  • Inputting data on the system and ensuring all information is up to date
  • Providing weekly reports for the advisors
  • Liaising with clients via telephone and email

You will have strong organisational and time management skills and have worked in a similar role in the financial services industry. Solid Microsoft Office skills are essential.

This role will suit someone who is keen to develop and progress with a successful business.

Required skills

  • 1
    Administrative Support
  • 1
    Financial Services

Application questions

Have you worked in financial services previously?
Do you have strong administration experience?

Reference: 52279605

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job