Financial Administrator

3 weeks ago


Wiltshire, United Kingdom Personnel Placements Full time

We are recruiting for an experienced **Finance Administrator**to join our client’s well-established financial services company based in Salisbury.

In your new role as the **Finance Administrator**, you will be required to provide general administrative and secretarial support to the Administration Manager and the team.

Your duties as the**Finance Administrator** will be:

- Maintaining client records.
- Generating client investment valuations.
- Processing Payment Claims.
- Accurate Data Entry.
- Ability to work independently and within a team.
- Processing Transfers.
- Assisting with client queries.

We would like to speak to you about the **Finance Administrator** role if you ideally have:

- 5 GCSEs with A to C grades or equivalent.
- Proficient in Excel and able to use databases.
- Previous experience within a Financial Services environment.
- Excellent verbal and written communication skills.
- Knowledge of financial products would be an advantage.
- Good telephone manner.

To be successful in this role you will need to be a switched-on individual who is looking to start or expand your financial career and is keen to progress within the company.



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