Financial Services Administrator

Bath, UK
14 Aug 2019
13 Sep 2019
Contract Type
Full Time
Job Title: Financial Services Administrator

Industry: Financial Services

Location: Bath

Salary: £20,000 - £24,000

Reference Number: 14055

Job Description:

Recruit UK are working on an excellent opportunity for an Administrator in Bath to join a Financial Services firm.

Our client is looking to take on a financial services administrator, and if you have 1-2 years administration experience either within an IFA, Wealth Management or Platform or Provider background I would love to hear from you!

Key Responsibilities

·Assisting with the day to day administration for the team and provide support to senior colleagues.

·Communicating with Investment Managers, Financial Planners and wider teams.

·Preparation and processing of all new client documentation and amendments

·Monitoring of transfers of assets/cash from other institutions

·Processing of client's payments

·Liaising with colleagues within Business Support regarding administration of client accounts

·Ensuring client details and reviews are recorded correctly on systems

·Generating team mail merges

·Typing up Investment Managers dictation.

·Minute taking and agenda preparation

·General record keeping and electronic filing

What's in it for you:

- Free on road parking!

- Pension and Life Cover

- Generous holiday

- Full Exam support

Skills and experience required:

·Previous administration experience is preferred - additional training will be provided.

·Intermediate knowledge of MS Word/Excel/Outlook preferred.

·Accuracy, attention to detail

·Clear and concise communication skills - oral and written

·Ability to meet deadlines/work within restricted timescales

·Flexible and reliable team member

·Collaborative and inclusive approach to work

·Able to process information and understand solutions

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Financial Services Firm based in Bath on an Financial Services Administrator role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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