Financial Services Administrator

3 weeks ago


Gibraltar, United Kingdom Recruit Gibraltar Full time

What is the plan for the Financial Services Administrator role?

Ensuring that the service levels to Insurance and Pension Policyholders are met through the timely completion of the administrative tasks below.

What will you do as a Financial Services Administrator?

Meeting set targets, service level agreements, KYC, Due Diligence Liaison with Investment Managers and Independent Financial Advisers. Requesting valuation statements from Investment Managers to prepare and complete quarterly valuations for all Policyholders. Opening and closing of Investments Accounts.

What do you know that makes you a great Financial Services Administrator?

Previous experience working in a financial services environment ideally within a pension or insurance team
Experience with administration essential
Must have keen attention to detail
Able to meet deadlines without compromising work quality
Organised and flexible in approach and able work under pressure
Educated to at least GCSE level specifically with passes in English and Maths

You will already live in the local area

Salary £25k - £30k based on experience with private healthcare.



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