R13 Recruitment are proud to be working in collaboration with an extremely well-established Accountancy firm, who are searching for a Financial Services Administrator to join their Bury St Edmunds-based team, supporting on all administrative and compliance for Clients, Advisers and the Senior Management team.
This is a fulltime role working Monday - Friday. The offered salary for this position is £23,000 - £29,000 depending on experience.
The company
An organisation with a formidable reputation in providing a highly professional service in all aspects of financial planning. Offices based across the region, offering support and advice on pensions, investments and wealth planning.
The benefits:
23 days plus BH holidays, ability to buy and sell, employee assistance programme, free parking, full study package and generous pension contribution.
The day to day:
- Day to day administrative tasks, undertaking a wide variety of duties, following internal processes.
- Personally responsible for managing own workload, being able to juggle and prioritise effectively.
- Updating internal software and systems, including provider websites.
- Ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
- Attending client meetings with the Senior Management Team/Advisers as and when required.
- Ensuring all tasks are undertaken to the highest standard and conducted in accordance with the firm's procedures, service standards and the requirements of the FCA.
- To take an active role in departmental meetings and look to improve existing processes.
- To travel to and work from other offices when required.
You will have/be:
- 3 years min experience of working in a busy administrative or support role ideally within a Financial Services environment.
- The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
- Strong communication skills to liaise with both client and providers are essential.
- Strong attention to detail and organisational skills are essential.
- Self-motivated and ability to use own initiative
- Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook)
How to apply:
To hear more details about this fantastic opportunity please email your CV to Sean Ferris - Senior Delivery Manager at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.