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Financial Services Administrator

Page Personnel Finance
Job LocationWirral
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Page Personnel are working hand in hand with this international investment business to recruit for a financial services administrator to join their busy operations department in their Wirral head office.Client DetailsThis business provides investment, savings and protection solutions to international investors around the World. It has become one of the largest independent providers within their sector. This business is going through a really exciting time and a hugeperiod of growth. This role would suit an experienced financial services administrator.DescriptionThis financial services administrator role will include the following:

  • Undertaking all administration and case processing for all customer groups
  • Liaising with third parties to obtain valuations and costs & charges information for assets held by the SIPP
  • Fully reconcile Bank Account transactions
  • Process data within the administration system as necessary for running accurate reports
  • Produce regulatory communications with a high level of accuracy
  • Send regulatory communications to members & IFAs, using appropriate communication methods, in line with relevant deadlines
  • Take ownership of any queries related to the actions undertaken to produce the communication, or escalate to other teams where this falls outside of scope
  • Support other work queues where required
ProfileThe successful candidate will require the following:
  • Experience working within the financial services sector
  • Strong administration skill set
  • Customer focused skills
  • Great communication skills
  • Strong working knowledge of Microsoft office applications
  • Attention to detail
  • Good problem solver
  • Ability to work in a fast paced environment
Job OfferThe successful candidate will receive the following:
  • 26 days Holiday + bank
  • Private health
  • Death in service
  • Great pension scheme
  • On site parking

Keyskills :
PensionsoperationsadminfinanceinvestmentadministrationreportregulatoryFinancial adminwealth management

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