Full or Part-time Financial Services Administrator

3 weeks ago


United Kingdom Square Peg Associates Limited Full time

Financial Services AdministratorLocation: RossendaleSalary: £20-£25kAn excellent opportunity has arisen for a professional Administrator to work within a well-established business in Rossendale with scope to qualify as a Paraplanner in the future.
We would welcome applications from varied administrative backgrounds, in particular banking, professional services and finance

This position will involve supporting the Financial Services Manager providing strong administrative support including diary and appointment management as well as dealing with customers. You will ensure that you are providing a consistently high level of support.

You will collate financial information on the bespoke system
Process product information, relating to ISA’s, pensions and investments
Process client transactions and enquiries accurately and in a timely manner and per agreed service levels.
Learn about anti-money laundering, GDPR and other related product information
Support with diary management and other administrative duties as required
Experience of working within an administration role is essential, OR
Graduate in a Finance related studies with 6 months work experience
Strong IT skills including advanced knowledge of Microsoft packages.


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