Financial Services Administrator

2 months ago

Liverpool, United Kingdom Page Personnel - UK Full time

Financial Services Administrator - FTSE 250 business
- Exciting Opportunity - Leading Wealth Management company

**About Our Client**:
This reputable business has over 100 year's experience in being market leaders in what they do If you are looking to work in a fast-paced, high-flying and exciting environment then look no further With over 1,000 employees you will certainly be joining a friendly organisation with a massive scope for progression.

The key responsibilities for this role will be:

- Provide a professional and reliable service for clients, investment managers, advisers, and product providers.
- Ensure you are adhering to the teams current SLAs and to all regulatory requirements.
- Provide administration support
- Accountable for administrative tasks within the team in line with the team's procedures manual.
- Ensure that you are actively participating in the 4+1 habits from Lean methodology. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures.
- Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
- Assist in User Acceptance Testing (UAT) of new and existing IT systems
- Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained.
- Be aware of the conduct rules and act with integrity.
- Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager
- Build and maintain relationships with all stakeholders, both internal and external

**The Successful Applicant**:
The successful Financial Services Administrator will require:

- Excellent organisational and time management skills
- Strong administration skill set
- Previous experience working within financial services would be advantageous
- High level of accuracy and attention to detail
- Ability to grasp new tasks quickly
- Strong written and verbal communication skills
- Client service focus
- Good working knowledge of Microsoft Office
- A team player able to multi-task in a fast-paced environment
- Ability to build constructive relationships with other members of staff at various levels
- Adaptable, flexible, and able to accept responsibility for given tasks

**What's on Offer**:
The fantastic benefits for the Financial Services Administrator are:

- £24,000
- A company pension
- Hybrid working
- Private medical insurance
- 25 days annual leave + bank
- Ability to buy additional holiday days
- Life assurance
- Company share scheme
- Season ticket loans
- Contact
- Hollie Doran
- Quote job ref
- JN-082023-6152184
- Phone number
- +44 151 255 3775

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