Financial Services Administrator

Time Appointments are proud to be working on behalf of a leading financial services firm who are currently looking to recruit an experienced Financial Services Administrator to strengthen their team. This is a fantastic opportunity to work for a well-represented business who value their employees.

Are you the right applicant for this opportunity Find out by reading through the role overview below.

As well as the opportunity to flourish in an employee focussed culture, the successful candidate will be offered a competitive salary from £25,000 to £32,000 and a flexible working opportunity!

Key Duties & Responsibilities:

* Support the Financial Planner with the review process

* Manage incoming and outgoing calls

* Maintenance of client records

* Report writing

* Ensuring all data is accurate and applications are processed efficiently

* Ensure clients are kept updated at all times

Skills & Experience Required:

* Financial practice background

* Good attention to detail

* Ability to work within a team

* Inter-personal skills, both written and verbal

* Enthusiastic attitude to learning

* Excellent organisational and communication skills

* Strong IT skills including the use of MS Office Word and Excel

Core Benefits:

* 21 days holiday plus Bank Holidays (with option to purchase further holiday)

* Free parking

* Hybrid working – 2 days at home a week

* 10% company pension contribution

* Death in service 4x salary

* Cash health plan