At a Glance
- Tasks: Manage client accounts and process financial transactions with precision.
- Company: Established financial services business in Norwich with a supportive team.
- Benefits: Private healthcare, generous pension contributions, and annual bonuses.
- Other info: Great opportunity for career growth and skill development.
- Why this job: Gain valuable experience in finance while working towards professional qualifications.
- Qualifications: At least one year in financial services and strong organisational skills.
The predicted salary is between 32000 - 32000 £ per year.
Atkinson Moss is working with an established financial services business in Norwich who are looking for an Administrator to join their team. This is a financial services administration and operations role. You’ll be involved in areas such as ISA administration, transfers, dividends, client accounts and reconciliations, with a strong focus on accuracy and ensuring everything is processed correctly. There’s a good mix of processing, checking and administration involved, so we’re looking for someone who is highly organised, comfortable working with numbers and has some previous financial services experience. You don’t need to have done exactly this role before, and the company is happy to support you in developing your knowledge and working towards your Level 3 CISI qualification.
Responsibilities will include:
- Processing ISA subscriptions, dividends and transfers
- Managing client accounts, including closures, conversions and re-registrations
- Completing daily checks and reconciliations
- Supporting with ISA10 reporting and client valuation packs
- Calculating client fees
- Responding to client and regulatory requests
- Supporting with Corporate Actions
- Providing cover and support across the wider team when required
- Keeping up to date with relevant regulatory and market developments
We’re looking for someone with at least one year’s experience within financial services, ideally with some knowledge of investments, client assets, ISA administration or financial services operations. You’ll be:
- Highly organised with excellent attention to detail
- Confident working with numbers and financial information
- Analytical and methodical
- Able to prioritise and manage multiple tasks
- A good communicator and team player
- Proactive and able to use your own initiative
- Adaptable and keen to develop your knowledge and skills
Benefits:
- Private healthcare – currently provided by Bupa
- 10% employer pension contribution with a minimum employee contribution of 2.5%
- Death in Service cover of 4 times your basic salary
- Spouse/Dependant’s Pension benefit
- Annual discretionary bonus – typically around 8–10% of salary, depending on company performance
- Permanent Health Insurance, providing an income of up to two-thirds of basic salary, subject to the policy terms
This is a great opportunity to join an established financial services business, develop your experience and continue working towards professional qualifications with the support of the company. If you’re interested in applying or require more information, please contact Megan Reeve at Atkinson Moss. If you have an up-to-date CV please include it with your email.
Not the job for you? Please do reach out as we have multiple Office Support Jobs available in Norfolk and Suffolk.
Administrator - Financial Services in Norwich employer: Atkinson Moss Careers
Join a dynamic and forward-thinking company that values its employees and fosters a collaborative work culture. As a UK Finance Manager, you will benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages innovation and growth. Located in a vibrant area, the company offers a unique blend of work-life balance and access to exciting local amenities, making it an excellent place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Services in Norwich
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Atkinson Moss Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Atkinson Moss Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Atkinson Moss Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator - Financial Services in Norwich
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Atkinson Moss Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Atkinson Moss Careers how you can be a team player!
How to prepare for a job interview at Atkinson Moss Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Atkinson Moss Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Atkinson Moss Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!