• Job Type: Part-time (21 hours per week)

• Location: Darlington

• Salary: Competitive

An established and successful financial planning firm in Darlington is seeking an experienced Financial Services Administrator / Accounts Assistant to join their client servicing team.

The role involves providing administrative support to advisers and assisting Accounts Manager with daily accounting tasks, ensuring a positive professional experience for our clients.

Day to Day of the Role:

• Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.

• Utilise the company’s Client Management System for organisation and planning, making the best use of resources.

• Undertake general administrative duties such as scanning, filing, and preparing letters to maintain compliance and meet deadlines.

• Update and check the online diary daily to meet client requirements and maintain customer satisfaction.

• Provide administrative support to advisers, ensuring the highest standard of customer service and meeting regulatory requirements.

• Assist the Accounts Manager with daily accounting needs.

Required Skills & Qualifications:

• Experience in a financial services administration role is preferred, but training will be provided for experienced administrators from an alternative finance background.

• Excellent IT skills, including proficiency in Outlook, Word, Excel, and Sage Accounting Software.

• Experience with audio typing.

• High level of numeracy and accurate typing/data entry skills.

• Strong telephone and written communication skills, able to create clear and informative emails and letters without templates.

• Excellent organisational skills, ability to multi-task, and work to deadlines.

• Team player with the ability to work independently.

About You:

• Keen attention to detail and sensitivity to data.

• Quick learner with a strong work ethic and enthusiasm for the role.

• Proactive, organised, and flexible, with a willingness to learn and develop within the role.

Benefits:

• Competitive salary.

• Exceptional pension.

• Opportunity to be part of a supportive team in a successful firm.

• Professional development and training in financial services administration.

• Flexible working hours in a part-time capacity