We are seeking an individual eager to start their career in financial services or to support our clients expanding administration team.
Role Requirements
The successful candidate will be part of the admin team but will also need to work independently and manage their workload efficiently.
This role demands a well-presented, articulate individual who enjoys meeting and greeting clients and is confident in dealing with clients via phone and written communication.
Meraki Talent are working with a UK based Investment Management firm who are looking to appoint a Financial Services Administrator for a permanent role in Winchester.
As part of a wider team, you will be responsible for providing all aspects of administration.
Key duties will include
Providing administration support, ensuring the highest standards at all times.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Our client is seeking a Finance Administrator who will support the finance department by performing a range of administrative and financial tasks.
The successful candidate will handle accounts receivable, conduct bank reconciliations, maintain financial records, and provide general administrative support.
This role is perfect for someone with strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently.