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Financial Services Administrator
3 weeks ago
Page Personnel are working hand in hand with this Global wealth management business to recruit for a Financial Services administrator for their busy Liverpool office.
This role would suit someone with previous financial services experience or a graduate looking for their first step into wealth management.
**Client Details**
This business is one of the UK's leading investment management companies, they have been established for over 200 years. This FTSE 250 business has responsibility for over £44 billion of client assets.
They are currently going through continued growth and therefore this is a great time to become a part of their trusted team.
**Description**
This financial services administrator role will include but not be limited to the following:
- Manage the off-boarding of clients providing a quality assurance between Client Facing and transfer teams within Operations.
- Act as a point of contact for off-boarding and deceased queries.
- Liaise with third party vendors to provide date of death valuations.
- Managing and checking all payments leaving the business Faster Payments/CHAPS/BACS/SWIFT.
- Managing and checking all stock transfers on various platforms; CREST/ SWIFT/internal workflows.
- Credit Control reporting.
- Administer and manage IW&I portfolio lending and third party lending.
- Undertake administration duties as specified by section head/manager i.e.: filing, archiving, preparing relevant reports.
- Keep up to date with regulatory requirements.
- Put forward process improvements to section head & manager.
- Ability to assist in any ongoing project work (as needed).
**Profile**
- Previous financial services experience or relevant degree
- Keen interest in wealth management
- Great communication skills
- Good organisation skills
- High level of numeracy, accuracy and attention to detail
- Ability to prioritise and work under pressure
**Job Offer**
This financial services administrator role will offer the following:
- £20,000 - £22,000 - Dependant on experience
- 25 days holiday - Increases with length of service
- Hybrid working
- Generous pension scheme
- Discretionary annual bonus
- Season ticket loans
- Life assurance
- Flexible benefits
- Employee Assistance programme
- On going training
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