Financial Services Administrator

Financial Services Administrator - Stockton On TeesTempest Jones is thrilled to be recruiting for a thriving financial planning firm based on the outskirts of Stockton. This is a supportive family-friendly business that takes pride in its personal approach to both clients and staff. Working as part of a small to medium sized team, the Financial Services Administrator will play a key role in supporting the advisers and helping to deliver an exceptional client experience.Unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.You''ll work closely with the Directors, Financial Planners and wider admin/technical team in a collaborative, supportive environment that encourages personal growth and ongoing professional development, including study support toward industry exams.What''s on offer for the Financial Services Administrator:Competitive salaryStudy support toward the Diploma in Financial PlanningFree parkingPMI and Life Assurance CoverSupportive, family-friendly environmentFinancial Services Administrator Key Responsibilities:Provision of full back office administrative support to a team of financial advisers who give advice on retirement planning, accessing funds at retirement, savings and investments, protection, IHT and estate planning.Liaising with both new and existing clients both face to face, on the telephone and via email offering an ..... full job details .....