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- Tasks: Review stock reconciliations, manage transfers, and liaise with various departments.
- Company: Dynamic financial services firm based in Blackpool.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a growing team and gain valuable experience in the financial sector.
- Qualifications: Understanding of banking regulations and strong communication skills.
- Other info: Opportunity for continuous learning and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team.
Duties:
- Review daily stock reconciliations for all custodians
- Chase all outstanding transfers on a weekly basis
- Complete Fund Application Forms/Registration Forms and Stock Transfers forms, liaising with other departments including CDD and Compliance when required
- Register physical shares both in and out of client's own name and our nominee name
- Monitor all group email boxes
- Run order books, tasks & reports in Avaloq to monitor settlement of trades against payment, liaising with the Client Services team/Execs and Counterparties accordingly
- Assist with all testing for both fixes and upgrades
- Adhere to department procedures
- Any other reasonable duties as requested to support the business
- Undertake technical or any other relevant training as and when required
- Be proactive in developing knowledge of the industry and the market
- Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills
Experience:
- An understanding of banking and wealth management regulations across the UK and International jurisdictions of the Crown Dependencies would be an advantage but not essential
- Understand regulatory and Compliance requirements and processes relevant for your role and follow them and escalate areas of concern or issue in a timely manner
- Ability to develop strong relationships both internally and externally
- Ability to recognise where technical development in Avaloq could promote more efficient ways of working
- Strong communication skills
- Attention to detail and methodical approach
Financial Services Administrator in Blackpool employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Blackpool
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in transfers and settlements. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of banking regulations and compliance processes. We want you to shine when discussing how you can contribute to the team’s success!
✨Tip Number 3
Show off your attention to detail! During interviews, share examples of how you've successfully managed tasks that require precision, like stock reconciliations or completing fund application forms.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Services Administrator in Blackpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience, especially in stock reconciliations and compliance, to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your skills align with our needs. Keep it concise but engaging – we want to know what makes you tick!
Show Off Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s quick and easy, plus you’ll get all the latest updates on your application status directly from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of banking and wealth management regulations, especially those relevant to the UK and Crown Dependencies. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Master Avaloq
Since this role involves using Avaloq for monitoring trades and settlements, it’s a good idea to familiarise yourself with the system. If you can demonstrate your understanding of how to run order books and reports, you'll stand out as a candidate who can hit the ground running.
✨Show Off Your Communication Skills
This position requires strong communication skills, so be prepared to showcase your ability to build relationships. Think of examples from your past experiences where you successfully collaborated with teams or liaised with clients, and be ready to share them during the interview.
✨Attention to Detail is Key
Given the nature of the job, attention to detail is crucial. Prepare to discuss how you've demonstrated this in previous roles, whether through reviewing documents or managing complex tasks. Highlighting your methodical approach will reassure the interviewer that you can handle the responsibilities of the position.
