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Financial Services Administrator

Job LocationLiverpool
EducationNot Mentioned
Salary22,000 - 24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract , full-time

Job Description

Page Personnel are working hand in hand with this Global wealth management business to recruit for a Financial Services administrator for their busy Liverpool office.This role would suit someone with previous financial services experience or a graduate looking for their first step into wealth management.This role will initially be a 12 month Fixed term contract, however for the right candidate there could be something more permanent.Client DetailsThis business is one of the UKs leading investment management companies, they have been established for over 200 years. This FTSE 250 business has responsibility for over £44 billion of client assets.They are currently going through continued growth and therefore this is a great time to become a part of their trusted team.DescriptionThis financial services administrator role will include but not be limited to the following:

  • Manage the off-boarding of clients providing a quality assurance between Client Facing and transfer teams within Operations.
  • Act as a point of contact for off-boarding and deceased queries.
  • Liaise with third party vendors to provide date of death valuations.
  • Managing and checking all payments leaving the business Faster Payments/CHAPS/BACS/SWIFT.
  • Managing and checking all stock transfers on various platforms; CREST/ SWIFT/internal workflows.
  • Credit Control reporting.
  • Administer and manage IW&I portfolio lending and third party lending.
  • Undertake administration duties as specified by section head/manager i.e.: filing, archiving, preparing relevant reports.
  • Keep up to date with regulatory requirements.
  • Put forward process improvements to section head & manager.
  • Ability to assist in any ongoing project work (as needed).
ProfileThe successful candidate will require the following:
  • Previous financial services experience or relevant degree
  • Keen interest in wealth management
  • Great communication skills
  • Good organisation skills
  • High level of numeracy, accuracy and attention to detail
  • Ability to prioritise and work under pressure
  • Working knowledge of Microsoft applications
Job OfferThis financial services administrator role will offer the following:
  • £22,000 - £24,000 - Dependant on experience
  • 25 days holiday - Increases with length of service
  • Hybrid working
  • Generous pension scheme
  • Discretionary annual bonus
  • Season ticket loans
  • Life assurance
  • Flexible benefits
  • Employee Assistance programme
  • On going training

Keyskills :
operationsgraduateadminfinanceinvestmentadministrationFinancial adminwealth management

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