Entry Level Financial Administrator

7 months ago


Northwich, United Kingdom Recruit UK Full time

**Job Title: Financial Administrator - Fixed Term**

**Industry: Wealth Management**

**Location: Northwich**

**Salary: up to £25,000 (higher negotiable dependent on experience)**

Recruit UK are proud to be working with one of the UKs leading wealth management firms, who are currently looking for a Financial Administrator to join their Northwich team. As a Financial Administrator, you will play a key role in ensuring the smooth functioning of the company’s operation processes, and be responsible for tasks such as handling payments, resolving issues, maintaining up to date records and you must hold previous experience within a wealth management or asset management firm.

**Duties will include**:

- Handle payments, account changes, and ensure safe handling of assets for SIPP & OFB providers.
- Be a main point of contact and process requests for resolving issues with third-party providers and internal teams.
- Maintain relationships with new SIPP and Offshore Bond Providers.
- Manage relationships and processes with existing SIPP & Offshore Bond Providers.
- Work alongside Front Office teams, Fund Managers and Financial Advisers.
- Oversee onboarding and transfers for SIPP & Offshore Bond accounts and report any issues.
- Organize and check account opening notifications and related queries.
- Keep CRM system up to date
- Review and improve current operations processes.
- Assist in producing MI and tasks related to risk events in the Client Operations department.

**Benefits**:

- Salary between £20,000 - £25,000 (negotiable on experience)
- 25 days holiday (option to buy more)
- Life Assurance (x4 salary)
- Discretionary bonus
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to financial advice
- Hybrid working opportunities

**Skills and experience required**:

- Previous experience within operations in a wealth management or asset management firm
- Risk management skills
- Pensions experience
- CISI Investment Operations Certificate desirable
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Northwich on a Financial Administration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Northwich: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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