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Financial Services Administrator

3 months ago

Liverpool, Liverpool, United Kingdom Page Personnel Full time
Working for a well known wealth management firm

  • Supporting a large, critical project for the organisation

About Our Client:


Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the UK.

This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff.

As Financial Services Administrator you will get involved in:

  • Providing a professional and reliable services for clients, investment managers, advisers and product providers
  • Meeting relevant SLAs and regulatory requirements
  • Working all administrative tasks required by your team's procedures manual
  • Supporting continuous improvement through identifying and resolving issues and standard operating procedures
  • Working to relevant group data governance framework and ensuring that data quality and integrity is maintained
  • Be aware of conduct rules, CASS related processes
  • Ensuring you are working within the group data governance framework and that data quality is maintained
  • Building relationships with relevant stakeholders

The Successful Applicant:

  • Strong organisational and time management skills
  • High level of accuracy and attention to detail
  • Able to learn quickly with strong communication skills
  • Strong relationship building skills
  • Strong team player and able to work efficiently in a fast paced environment
  • Client service focus
  • Good working knowledge of Microsoft Office
  • Take accountability for quality of their work

What's on Offer:

On offer for the Financial Services Administrator roles, you will get:

  • Chance to work on a large, exciting, critical project for the firm
  • 12 month fixed term contracts
- £24,000 salary

  • Excellent pension
  • 25 days holiday
  • Hybrid working with 35 hr week
  • Salary sacrifice schemes
  • And many more