Financial Services Specialist

3 weeks ago


Gillingham, United Kingdom Pearson Whiffin - Accounts and Finance Full time

Financial Services Specialist

We are seeking a highly skilled Financial Services Specialist to join our team at Pearson Whiffin - Accounts and Finance. As a Financial Services Specialist, you will be responsible for processing, preparing, and recording investment transactions, as well as monitoring incoming investment instructions.

Key Responsibilities:

  • Process, prepare, and record investment transactions
  • Monitor incoming investment instructions
  • Accurate allocation of bank receipts and promptly resolve any issues that arise
  • Reconciliation of control and suspense accounts
  • Preparation of tax refund claims to HMRC
  • Calculation and processing of manual fees accurately
  • Communicate effectively with internal and external parties, providing exceptional customer service

Requirements:

  • Previous experience in a similar role
  • Strong knowledge of the banking/investment industry
  • Highly numerate and able to absorb complex information
  • Ability to use own initiative
  • Excellent attention to detail

What We Offer:

A competitive salary, flexibility to work from home, and a generous benefits package including 30 days holiday.



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