FINANCIAL SERVICES ADMINISTRATOR
Location: Bromsgrove, Worcestershire
Salary Range: £22,000 - £25,000
Gleeson Recruitment Group are currently recruiting for a Financial Services Administrator to joina leading financial services firm that has been providing exceptional services to clients for over a decade. As a Financial Services Administrator, you will be responsible for providing administrative support to financial advisers , ensuring that all client needs are met in a timely and professional manner.
RESPONSIBILITIES INCLUDED:
- Processing and managing client transactions, ensuring that all paperwork is completed accurately and in a timely manner.
- Liaising with clients and third-party providers to ensure that all client needs are met.
- Managing client portfolios, ensuring that they are up-to-date and accurate.
- Assisting the financial services team with any ad-hoc administrative tasks as required.
- Ensuring that all compliance and regulatory requirements are met.
SKILLS AND ATTRIBUTES:
- Significant experience in a financial services administrative role.
- Strong attention to detail and excellent organisational skills.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently and manage a busy workload.
- Strong IT skills, including proficiency in Microsoft Office.
To apply for the Financial Services Administrator position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however, please feel free to get in touch if you would like any further information about your application.
Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.