Senior Financial Services Administrator

3 weeks ago


Amersham, Buckinghamshire, United Kingdom Reed Full time
Senior Financial Services Administrator

We are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.

Key Responsibilities:
  • Prepare and complete suitability reports using templates
  • Conduct research and analysis to support client reviews
  • Manage investment fund switches and rebalances
  • Support client calls, scanning, emailing, printing, and posting
  • Collate and maintain client files and records
  • Develop and implement business processes to improve efficiency
  • Provide exceptional customer service and communication
Requirements:
  • Minimum 5 years' experience in a Financial Services environment
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office and other relevant software
What We Offer:
  • Competitive salary up to 45k
  • Opportunity to work with a leading Financial Services company
  • Professional development and training
  • Collaborative and dynamic work environment


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