Please ensure Javascript is enabled for purposes of website accessibility Financial Services Administrator, Jobs, 2037

Financial Services Administrator

Prestige Recruitment Group is excited to present a fantastic opportunity for a Permanent Financial Services Administrator based in Wirral, Merseyside.  Our client, a reputable company in the financial sector, is seeking a dedicated professional who can seamlessly blend financial admin skills with professionalism, talking to clients, keeping their client files up to date, and managing any information that needs gathering in line with deadlines. If you thrive in a small team who are hard-working and focused on professionalism and working together, this role could be perfect for you.

Responsibilities

  • Manage day-to-day administrative tasks within the financial services team.
  • Assist with financial record-keeping and reporting processes.
  • Prepare documentation for audits and compliance checks.
  • Coordinate communication between clients and internal departments.
  • Contribute to the development and implementation of administrative procedures.
  • Support the team in project management and workflow organization.

Skills and Experience

  • Proven experience as an administrator, preferably within financial services.
  • Strong organizational skills and attention to detail.
  • Excellent communication abilities, both written and verbal.
  • Proficiency in Microsoft Office and financial software.
  • Familiarity with compliance standards and regulatory requirements.

Joining our client means being part of a supportive and collaborative workplace culture. They offer competitive salary packages, a friendly environment, and opportunities for personal and professional growth if you go onto a perm position. Enjoy the flexibility and stability a contract role brings while contributing to a hardworking team.

They can be flexible with start and finish times - some flexibility for 1 day working at home can be arranged. 

If this sounds like the right fit for you, we encourage you to apply!

Permanent
13 December 2024
Financial Planning
IFA Administrator
Merseyside, Wirral
Salary: £25,000 - £30,000