Financial Services Administrator

Posted 12/07/2024 by Time Appointments

Location:
Bury St Edmunds, Suffolk
Salary/Rate:
£24,000 - £32,000/annum

Are you an administrative superstar?
 
If you’re a motivated, enthusiastic, and professional administrator, that’s looking for a new challenge, this one is for you…
 
Time Appointments is currently working with a leading accountancy firm with offices based all over East Anglia. The firm is looking to recruit an experienced a Financial Services Administrator to join their fantastic team.

Key Duties:
·    Input accurate, up to date information on they system internally and externally on providers websites.
·    Ensure all administrative work is carried out to the highest standard and in line with the companies standards.
·    Ensure all conversations with clients, including emails, meetings and telephone calls are dealt with promptly.
·    Attend client meetings.
·    Travel to other offices when required.
·    Responsible for managing own work and reporting back to your Supervisor.

Previous Skills & Experience:
·    Minimum of 3 years experience in an administrative or support role within Financial Services. 
·    Previous experience in IFA/Wealth Management.
·    Ability to manage own time and work to deadlines.
·    Strong attention to detail.
·    Excellent computer skills, particularly using Microsoft Office (Word, Excel and Outlook).

Benefits:
·    Free Parking.
·    Buy and sell holiday.
·    Annual paid volunteering day.
·    Full study package.

Type:
Permanent
Contract Length:
N/A
Job Reference:
V/12854
Job ID:
221991008
Applications:
Less than 10

Remember: You should never send money to a prospective employer or disclose any financial information. Should you encounter any job listings requesting payments or financial details, please reach out to us immediately. For further guidance, visit jobsaware.co.uk.

Create new Job Alert

Create a new Job Alert to make sure you see the best new jobs first!

Your search has been saved and has been added to your Job Alerts