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My client is looking for a Financial Service Administrator who thrives in a collaborative and supportive environment to join our dynamic team and have experience working within the financial services industry.

They 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 can work on individual tasks or as part of a team with the ability to multi task effectively along with demonstrating that the clients are always at the forefront of your mind.

Location: Office based in Newcastle upon Tyne
Hours: Full-time position (37.5 Hours) - flexible start and finish times
Salary: Dependent upon experience (£25,000 to £29,000)
Start Date: ASAP

You will play a vital role in supporting our Financial Consultants and ensuring smooth day-to-day operations. This is a key position within our back-office function, providing high-quality administrative and client service support.

To be considered for this position, you must have financial services industry experience.

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

Kinetic plc is a Recruitment Consultancy with over 40 years' experience delivering staffing solutions to the engineering, manufacturing and technical industries.

Kinetic plc treats all applications confidentially and we review all submissions.

Those that do not meet the specification may not be contacted but their CV retained to be considered against future opportunities

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