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Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team. You will have either Administration experience or have experience within Financial Services.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
The role:
Processing applications and ensuring all necessary paperwork is completed accurately and in accordance with FCA regulations.
Maintaining accurate and up-to-date client records on an internal database.
Liaising with third party providers to gather information.
Conducting critical yield calculations and demonstrating a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
Liaising with clients to gather information and completing account administration tasks.
Assisting with processing client investment transactions.
Preparing reports and presentations for Financial Advisers.
Managing client queries and resolving issues promptly and professionally.
Maintaining a strong understanding of current financial products and regulations.
General administration support duties.
About you:
A background within Administration
Possess a desire to learn
Are proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software programs.
Possess excellent organisational and time management skills, with the ability to prioritise workload effectively.
Demonstrate strong attention to detail and accuracy in all aspects of your work.
Have excellent communication and interpersonal skills, both written and verbal.
Are a team player with a positive and proactive attitude.
Have a desire to develop within the role.
This is an excellent opportunity for an experienced Administrator to join a growing financial services organisation, offering opportunity for professional development.
If you are looking for a new challenge, please click apply or call Charlotte on (phone number removed) today!
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
