SonicJobs Logo
Left arrow iconBack to search

Financial Services Administrator

Michael Page Finance
Posted a day ago, valid for 15 days
Location

Liverpool, Merseyside L96GB, England

Salary

£28,000 - £33,600 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • A reputable financial services organization in Liverpool is recruiting for 12-month fixed-term roles for Financial Services Administrators.
  • Candidates should have experience in financial services, banking, or investment, with a strong attention to detail and the ability to work in a fast-paced environment.
  • The position offers a salary of £25,000 per year along with benefits such as 25 days of holiday, pension contributions, and a bonus.
  • Responsibilities include completing client summaries, managing documents, and supporting team processes while maintaining high-quality standards.
  • The role allows for hybrid working, with three days working from home, as part of a growing team in an organization known for its outstanding service.

A number of 12 month fixed term roles being recruited for a large, reputable financial services organisation in Liverpool.

Client Details

This organisation has built up a reputation for outstanding service and is one of the leaders in their industry. They are going through a very exciting period of growth and there are a number of projects being carried out to future proof the business.

They are recruiting for a number of 12 month fixed term roles for administrators to join in the new year.

Description

As Financial Services Administrator, you will be responsible for:

  • Completing client summaries to a high quality
  • Managing client documents providing suitability reports and procedures
  • Managing multiple workstreams and prioritising different tasks according to the team's needs
  • Maintaining a high level of checks in central processes
  • Updating on all reporting systems with appropriate information
  • Supporting wider teams to implement a strong suitability culture

Profile

The successful applicant for the Financial Services Administrator must:

  • Possess an excellent attention to detail with the ability to work in a fast paced, deadline driven environment
  • Have knowledge of Excel and other Microsoft Office suites
  • Have excellent communication skills with ability to work well with other departments
  • Be able to take accountability and pride in your own work
  • Have experience in financial services / banking / investment would be preferred
  • Be able to work in regulatory environment

Job Offer

As Financial Services Administrator, you will get:

  • 12 month fixed term contract
  • 25 days holiday
  • Pension contribution
  • Bonus
  • Hybrid working - 3 days working from home
  • Great place to work

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.