Financial services admin

  • Location
    Manchester, Greater Manchester
  • Salary
    £ 20000 - £ 25000 / Year
  • Category
    Banking & Financial Services - Financial services & Pensions management
  • Job type
    Permanent
  • Industry
    Banking and Financial Services
  • External Reference
    JN-032020-123014

Financial services administrator


Manchester city centre


Up to £25000


Monday to Friday 8.45 - 5



I am representing a client who is looking for an administrator from the advice sector of financial services to join there 'valued' focused team.



Duties:



  • Ensure accurate client information is recorded and uploaded on the system correctly

  • Ensuring client profiles and documents are completed accurately

  • Closely liaise with Financial advisers

  • Support for annual review preparation, processing and completion

  • Client on-boarding and new business advice

  • Prepare support documents

  • Handle client queries

  • Processing and progressing outcomes of recommendations

  • All documents are kept up to date

  • Prepare forms

  • Clients communication

  • Keep up to date with financial products and services

  • General administration - filling, photocopying

  • Prepare new client packs

  • Ad hoc duties



Skills:



  • Organisational skills

  • Time management

  • Working to deadlines

  • Attention to detail

  • Communication skills

  • Process driven

  • Team player

  • Take ownership and responsibility

  • Financial services - Advice experience essential

  • IO system knowledge

  • Computer literate

  • Desirable CISI



Benefits:



  • 25 days holiday plus bank holidays

  • Health care plan

  • Pension

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://www.adecco.co.uk/candidate-privacy

Please apply with your CV to: Charley Lawlor