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Senior Financial Services Admin

3 months ago

Bristol, Bristol, United Kingdom Idex Full time

We are working with a financial planning business on the outskirts of Bristol who are actively looking to hire a Senior Financial Services Administrator.

Duties will include but will not be limited to:

  • Input data on customer back office system and manage client records in an orderly fashion using relevant systems
  • Ensure client information on internal systems is maintained and up to date in order to meet general compliance standard
  • Ensure that all compliance paperwork is present and in order
  • Make changes to clients' investments as instructed by Paraplanners or Planners
  • Prepare client portfolio valuations and review documents
  • Print and bind reports
  • Regular meetings with Paraplanner and Planner to discuss work in progress
  • Adhoc project work
  • Peer checking review documents and other work when required
  • Managing the admin workflow, contributing to process/procedure updates and general management of the office to support the admin team leader
  • Training & support for admin staff when required
For more information on this Senior Financial Services Admin position in Bristol please click apply.

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