Senior Administrator

2 weeks ago


Chelmsford, United Kingdom Toner Graham Full time

Senior Financial Administrator
£23,000 - £27,000 per annum dependent on experience
Location - Chelmsford (Hybrid available, min 3 days in office per week)
Full Time
An excellent opportunity to work for an established and forward thinking financial services company, in their Wealth Management team.
Responsibilities for the position include:

- monitoring transactions, through to timely and accurate completion in line with SLA's
- updating the client, and Client Wealth Executive on progress of outstanding transactions & managing technical queries
- maintaining accurate client records for reporting and updating client platform accounts
- proactively review platform accounts and MI reports ensuring they are in order and any required work is carried out within agreed SLA's
- work with product providers to progress submissions, process client transfers and obtain fee information. And assist with any ad-hoc projects

We're looking for someone with:

- Previous experience working in a similar role (and ideally in a small to medium sized financial services environment)
- Good understanding of Microsoft Office: Word, Excel, Outlook, Powerpoint.
- Experience of working with Investment Wrap platforms, and ideally from a product provider background (Knowledge of IO is an advantage)
- Excellent organisational skills with a flexible and proactive approach with strong written and verbal communication skills
- Proven ability to work on own initiative, delivering exceptional service to deliver the best outcome for the client and the business

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.



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