Financial Services Administrator/PA

Are you an experienced Financial Services Administrator, ready for your next challenge?

Do you thrive on autonomy and responsibility, with the ability to deliver a superb client experience?

Our client is at the start of what will be an incredible journey. A young, ambitious and successful Adviser, his plans include additional Advisers and support staff in the next 12 months, then in due course, a second office. His vision is to build an engaging team, creating a relaxed, positive environment and culture and in doing so, allow his team to share in the rewards. With over 300 clients (mainly Company Directors and HNW), the focus is on providing a personal and quality service, across investments, pensions and protection, with technology embraced to improve efficiencies.

Working from fabulous rural offices in North Teesside, flexibility and hybrid working will also be on offer for this full-time, Executive PA role. You’ll support this Adviser in a variety of ways:-
· As the first point of contact, provide an outstanding client experience
· Accurate processing of business
· Complete basic client review letters
· Telephone dictation of meeting notes
· Ad-hoc client withdrawals
· Update and maintain CRM
· Use of Calendy to book service meetings in advance
· Adopt a pro-active approach with the Adviser, to chase outstanding work
· Liaise with external paraplanners
· Support external Consultant with social media strategy
· In the future, train and develop less experienced support staff, where required

Candidate Requirements:
· Experience of supporting a Financial Adviser, on a one to one basis
· PA experience is advantageous
· Knowledge of investments, pensions and protection products
· Competent IT skills, Salesforce and Calendy experience is desirable
· An interest and understanding of social media
· Confident and capable individual, who thrives on responsibility and can work alone, at times
· Outgoing and engaging personality
· Professional and image conscious
· Keen to play a pivotal role in a growing business

Benefits:

· Hours: Monday-Thursday 9am-5pm, Friday 9am-4pm
· Hybrid working, after initial period
· Holidays: 25 days plus stats
· Pension: 5% / 5%
· Bonus: Annual Discretionary