Financial Services Administrator - TIME Appointments Ltd : Job Details

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.

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