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Financial Services Coordinator
2 months ago
Job Title: Financial Services Administrator
Job Type: Permanent
Hours: Full Time, 37.5 hours, Monday to Friday, 9:00am to 5:00pm
Location: Hybrid working
Salary: Circa £25,000 per annum
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.
Tirebuck Recruitment is seeking a skilled Financial Services Administrator to join their team at a well-established Financial Services company. The successful candidate will have a strong attention to detail and excellent time management skills, providing comprehensive administrative support to the wider team.
Key Responsibilities:
- Supporting the team with administrative tasks, including preparing pre-meeting and post-meeting documents, scheduling appointments, and managing diaries.
- Maintaining and updating accurate records, logging client contact, and creating business documents or reports.
- Ensuring back-office systems are maintained and client files remain compliant.
- Handling enquiries from clients and other parties through timely and effective communication.
- Assisting Financial Advisers in preparing detailed reports.
- Working collaboratively with the team to achieve common goals and deliver exceptional client service.
- Taking ownership of various projects.
Requirements:
- Previous experience within a Financial Services company would be desirable.
- Strong IT skills, including Microsoft Office, Excel, and Word.
- Excellent written communication skills.
- Excellent organisation skills.
- Strong attention to detail and accuracy.
- Excellent time management, with the ability to work to deadlines.
- The ability to work in a discreet and confidential manner.
If you have the necessary skills and experience required to fulfill this role, please apply or get in touch for more information.
Tirebuck Recruitment operates a strict equal opportunities policy and can only process applications from candidates who are currently eligible to live and work in the UK.
