Finance Administrator – TA Settlements & Client Money

Finance Administrator – TA Settlements & Client Money

Full-Time 30000 - 40000 € / year (est.) No home office possible
Margetts

At a Glance

  • Tasks: Manage cash settlements and ensure compliance with FCA regulations.
  • Company: Join Margetts, a leading finance firm in Birmingham.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Why this job: Make an impact in finance while growing your career in a dynamic team.
  • Qualifications: 2+ years in financial services, Bachelor's in finance/accounting, and Excel skills.

The predicted salary is between 30000 - 40000 € per year.

Margetts is seeking a Finance Administrator to join their Principal Finance Team in Birmingham, United Kingdom. This role involves key responsibilities such as managing Transfer Agency cash settlements, ensuring compliance with FCA regulations, and preparing reconciliations for financial reporting.

Candidates should have at least two years of experience in financial services, a Bachelor's degree in finance or accounting, and strong communication skills. Proficiency in Microsoft Excel is also required for this position.

Finance Administrator – TA Settlements & Client Money employer: Margetts

Margetts is an excellent employer that fosters a collaborative and supportive work culture, providing employees with opportunities for professional growth and development within the finance sector. Located in Birmingham, the company offers competitive benefits, including flexible working arrangements and a commitment to employee well-being, making it an ideal place for those seeking a meaningful career in finance.

Margetts

Contact Detail:

Margetts Recruiting Team

StudySmarter Expert Advice🀫

We think this is how you could land Finance Administrator – TA Settlements & Client Money

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who work at Margetts or similar firms. A friendly chat can sometimes lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of FCA regulations and cash settlements. We recommend practising common interview questions related to finance roles so you can showcase your expertise confidently.

✨Tip Number 3

Show off your Excel skills! Create a portfolio of projects or analyses you've done using Excel. This will not only demonstrate your proficiency but also give you something tangible to discuss during interviews.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive job listings that you won’t find anywhere else.

We think you need these skills to ace Finance Administrator – TA Settlements & Client Money

Transfer Agency Cash Settlements
FCA Regulations Compliance
Financial Reporting
Reconciliation Preparation
Experience in Financial Services
Bachelor's Degree in Finance or Accounting
Communication Skills

Some tips for your application 🫑

Tailor Your CV:Make sure your CV highlights your experience in financial services, especially any roles related to cash settlements or compliance. We want to see how your background aligns with the Finance Administrator role at Margetts!

Show Off Your Skills:Don’t forget to mention your proficiency in Microsoft Excel! Include specific examples of how you've used it in previous roles. This will help us see your technical skills in action.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how you can contribute to our Principal Finance Team. We love seeing genuine enthusiasm!

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

Make sure you brush up on your financial knowledge, especially around cash settlements and reconciliations. Be prepared to discuss your previous experience in financial services and how it relates to the role at Margetts.

✨FCA Regulations Are Key

Since compliance with FCA regulations is a big part of this job, do some research on the latest regulations that might affect Transfer Agency operations. Being able to talk about these in your interview will show that you're serious about the role.

✨Excel Like a Pro

Proficiency in Microsoft Excel is a must for this position. Before your interview, practice using advanced functions and features, as you may be asked to demonstrate your skills or discuss how you've used Excel in past roles.

✨Communicate Clearly

Strong communication skills are essential, so practice articulating your thoughts clearly and concisely. Think about examples from your past work where effective communication made a difference, and be ready to share those stories.