Financial Services Specialist
3 weeks ago
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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