Financial Services Administrator

5 months ago

Liverpool, United Kingdom Page Personnel Full time

Leading business in its sector
- Reputable investment management business

**About Our Client**:
This leading and growing asset management organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.

The organisation is listed and boasts a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.

As Financial Services Administrator, you will be part of a small, close knit team and be responsible for:

- Payment processing activity and ongoing fee processing and monitoring relating to new and existing clients within agreed SLAs
- Working closely with clients for various aspects of client withdrawal process and verifying source of funds for incoming payments
- Processing and matching of payments in, initial fee processing and administration fees
- Processing payments out and validating instructions to ensure all applicable documentation is received and meets the correct requirements
- Accurate and timely processing of internal transfers and switches
- Processing of ongoing fee postings
- Setting up direct debit instructions for new clients
- Updating workflow tasks and processes with the correct case details and progress on relevant systems
- Setting up of new fee scales with associated ongoing monitoring and oversight
- Processing disinvestment activity for bulk processes
- Regular checking, monitoring and verification of data

**The Successful Applicant**:
As Financial Services Administrator, you must have:

- Experience ideally in a financial services administration role or a graduate who is looking to break into the industry
- Wealth management background would be preferable but not essential
- High level of attention to detail
- Ability to work to tight deadlines and prioritise effectively
- Strong team player with ability to work independently
- Excellent communication skills both written and verbal
- Strong customer service mindset

**What's on Offer**:
Your package will include:

- Salary offering up to £24,000
- Private medical
- Stakeholder pension contribution
- 25 days holiday (purchase additional holiday)
- Discretionary bonus scheme
- Salary sacrifice scheme including cycle to work, save as you earn
- Gym discounts
- Hybrid working

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