Finance Administrator – Fund & Client Money Reconciliation in Birmingham
Finance Administrator – Fund & Client Money Reconciliation

Finance Administrator – Fund & Client Money Reconciliation in Birmingham

Birmingham Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Principal Finance Team with cash settlements and compliance tasks.
  • Company: Dynamic financial services firm based in Birmingham.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Why this job: Join a team where your skills can make a real difference in finance.
  • Qualifications: Bachelor's degree in finance or accounting and two years of experience required.
  • Other info: Opportunity for growth in a fast-paced financial sector.

The predicted salary is between 30000 - 42000 £ per year.

A financial services firm in Birmingham is seeking a Finance Administrator to provide accounting and administrative support to its Principal Finance Team. This role focuses on Transfer Agency cash settlements and ensures compliance with client money regulations.

Ideal candidates will have:

  • a bachelor's degree in finance or accounting
  • at least two years of experience in financial services
  • proficiency in Microsoft Excel
  • strong problem-solving skills

These skills are essential for success in this position.

Finance Administrator – Fund & Client Money Reconciliation in Birmingham employer: Margetts

Join a dynamic financial services firm in Birmingham that values its employees and fosters a collaborative work culture. With a strong emphasis on professional development, we offer numerous growth opportunities and a supportive environment where your contributions are recognised. Enjoy competitive benefits and the chance to be part of a team dedicated to excellence in client money management.
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Contact Detail:

Margetts Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Administrator – Fund & Client Money Reconciliation in Birmingham

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who work in fund management or client money reconciliation. A friendly chat can lead to insider info about job openings that might not even be advertised yet.

Tip Number 2

Brush up on your Excel skills! Since this role requires proficiency in Microsoft Excel, consider taking a quick online course or watching tutorials to sharpen your skills. Being able to showcase your Excel prowess during interviews can really set you apart.

Tip Number 3

Prepare for those tricky interview questions! Think about scenarios where you've solved problems or ensured compliance in previous roles. Practising your responses will help you feel more confident and ready to impress the hiring team.

Tip Number 4

Don't forget to apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you're genuinely interested in joining our team. So, get your CV polished and hit that apply button!

We think you need these skills to ace Finance Administrator – Fund & Client Money Reconciliation in Birmingham

Accounting Support
Administrative Support
Transfer Agency Cash Settlements
Client Money Regulations Compliance
Bachelor's Degree in Finance or Accounting
Experience in Financial Services
Proficiency in Microsoft Excel
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in finance and accounting. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in cash settlements and compliance.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Finance Administrator role. Share specific examples of your problem-solving skills and how you've used Excel in previous roles.

Showcase Your Experience: Since we’re looking for candidates with at least two years in financial services, make sure to detail your past roles. Highlight any relevant projects or responsibilities that demonstrate your ability to handle client money regulations.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Margetts

Know Your Numbers

Brush up on your financial knowledge, especially around cash settlements and client money regulations. Being able to discuss these topics confidently will show that you understand the core responsibilities of the Finance Administrator role.

Excel Skills on Display

Since proficiency in Microsoft Excel is crucial, be prepared to demonstrate your skills. You might be asked about specific functions or even given a practical test. Practise using formulas, pivot tables, and data analysis tools to impress your interviewers.

Problem-Solving Scenarios

Expect questions that assess your problem-solving abilities. Think of examples from your past experience where you successfully resolved issues related to finance or administration. Use the STAR method (Situation, Task, Action, Result) to structure your answers.

Research the Company

Familiarise yourself with the financial services firm’s values, mission, and recent news. This will not only help you tailor your responses but also demonstrate your genuine interest in the company and the role you’re applying for.

Finance Administrator – Fund & Client Money Reconciliation in Birmingham
Margetts
Location: Birmingham

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  • Finance Administrator – Fund & Client Money Reconciliation in Birmingham

    Birmingham
    Full-Time
    30000 - 42000 £ / year (est.)
  • M

    Margetts

    50-100
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