Financial Platform Specialist | ISA/JISA/GIA | Hybrid in Wimborne Minster

Financial Platform Specialist | ISA/JISA/GIA | Hybrid in Wimborne Minster

Wimborne Minster Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Morris Sinclair Recruitment

At a Glance

  • Tasks: Manage financial platform administration and provide top-notch customer service.
  • Company: Morris Sinclair Recruitment, a leader in financial services.
  • Benefits: Hybrid work model, competitive salary, and opportunities for growth.
  • Other info: Self-motivated individuals with attention to detail will thrive here.
  • Why this job: Join a dynamic team and make a difference in financial services.
  • Qualifications: Experience in financial services and strong communication skills required.

The predicted salary is between 30000 - 40000 Β£ per year.

Morris Sinclair Recruitment seeks a Client Service Analyst to manage financial platform administration for ISA/JISA/GIA/VCT products. This role offers a hybrid work model, requiring 3 days in the office and 2 days at home.

The ideal candidate will:

  • Provide exceptional customer service
  • Conduct daily banking reconciliations
  • Ensure accurate regulatory reporting

Prior experience in financial services and strong communication skills are essential for this position. Candidates should be self-motivated with advanced organizational skills and attention to detail.

Financial Platform Specialist | ISA/JISA/GIA | Hybrid in Wimborne Minster employer: Morris Sinclair Recruitment

Morris Sinclair Recruitment is an excellent employer, offering a dynamic work environment that fosters professional growth and development. With a hybrid work model, employees enjoy the flexibility of working from home while also benefiting from collaborative office days. The company prioritises exceptional customer service and provides comprehensive training, ensuring that team members are well-equipped to excel in their roles within the financial services sector.

Morris Sinclair Recruitment

Contact Details:

Morris Sinclair Recruitment Recruitment Team

We think you need these skills to ace Financial Platform Specialist | ISA/JISA/GIA | Hybrid in Wimborne Minster

Client Service Skills
Financial Platform Administration
ISA/JISA/GIA/VCT Knowledge
Customer Service
Banking Reconciliations
Regulatory Reporting
Communication Skills