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Financial Services Administrator

Idex Consulting
Sunderland, United Kingdom
GBP21000.00 - GBP24000.00 per annum
Closing date
May 29, 2024

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.

We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers.


  • 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:

  • You are customer focused
  • Excellent 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


Ideally you will have experience working in financial services administration with an understanding of the regulatory regime, however if you have administrative experience in another industry, are keen to learn and enthusiastic about a career in financial services then please get in touch.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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