Financial Services Administrator

Job Title: Financial Services Administrator

Contract: Permanent

Hours: Full Time, 37.5 hours, Monday to Friday, 9:00am to 5:00pm

Location: Near Solihull, hybrid working

Salary: Circa £25,000 per annum

Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.

Tirebuck Recruitment are working with a well-established Financial Services company, who are seeking a Financial Services Administrator, to join them at their beautiful rural office based in the Borough of Solihull. The successful candidate will have a strong attention to detail and excellent time management skills, as you will be responsible for providing comprehensive administrative support to the wider team. You will assist with maintaining and updating accurate records, logging all client contact and creating and sending out any business documents or reports.

Duties include:

• Supporting the team with any administrative tasks when necessary.
• Preparing pre-meeting and post-meeting documents.
• Scheduling and booking in appointments.
• Managing diaries.
• Ensuring back-office systems are maintained and that all client files remain compliant.
• Efficiently handling enquiries from clients and other parties through timely and effective communication.
• Assisting Financial Advisers in preparing detailed reports.
• Working collaboratively with the team to achieve common goals and deliver exceptional client service.
• Taking ownership of various projects.

Skills and experience required:

• Previous experience within a Financial Services company would be desirable.
• Strong IT skills including Microsoft Office, Excel and Word.
• Excellent written communication skills.
• Excellent organisation skills.
• Strong attention to detail and accuracy.
• Excellent time management, with the ability to work to deadlines.
• The ability to work in a discreet and confidential manner.

If you feel that you have the necessary skills and experience required to fulfil this role, apply or get in touch for more information.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details are up to date.

If you are already registered with Tirebuck Recruitment or Allocate Recruitment, please contact your consultant to discuss suitability for this position. Tirebuck Recruitment and Allocate Recruitment only operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Tirebuck Recruitment and Allocate Recruitment are divisions of Tirebuck Recruitment Ltd. Tirebuck Recruitment Ltd acts as an employment agency for permanent recruitment and an employment business for temporary recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.