Finance Administrator

Hays Specialist Recruitment Limited
Closing date
10 Jun 2022

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Contract Type
Full Time
Financial Services Administrator Perm role offers progression Your new companyWorking for a successful Wealth Management company you will form an integral part of their administration team and have the drive to progress towards the role of an adviserYour new role
  • To provide administrative support to Paraplanners and Advisers and assist them in the on-going advice process for new and existing clients
  • To produce valuations and process new business
  • To assist in the ongoing administration and annual renewals of employee benefit schemes
  • To ensure that all client records, electronic and paper based, are maintained and updated to a high standard and meet FCA requirements
  • To professionally and courteously liaise with clients and providers
  • To ensure that knowledge of the necessary regulatory requirements is kept up to date
  • To develop within the role with a view to obtaining further relevant qualifications

What you'll need to succeedYou will have experience within either financial services or employee benefits, however support will be given to develop the role for the right individual.You will however have the following qualities:Be a quick learnerSelf driven with a positive outlookAble to get on with others and be a team playerGood communication and interpersonal skillsNumerate and comfortable with basic accounting principlesBe a confident user of MS Office, Word and ExcelMust be flexible and willing to go the extra mile to ensure deadlines are metWhat you'll get in returnFull time roleMonday to Friday office basedFree parkingDBS will be required for the successful candidateCareer progression offered What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at

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