Postado em: Finanças em Sudeste da Inglaterra | Última actualização: |
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Fee Reconciliation & New Business Administrator
Location: Deal
Benefits:
* Competitive starting salary reviewed every 12 months.
* 35-hour workweek (finishing at 3 pm on Wednesdays).
* Pension Scheme
* 20 days holiday per year (plus all bank holidays), with an additional day for each year (up to a maximum of 25 days).
* Opportunity and funding for industry-recognized professional qualifications.
* Great working environment
Salary: £28,000 - £30,000 (pro-rata for part-time)
About the Company: Established over 20 years ago, our client is one of the UK’s leading independent financial advisers, specialising in providing wealth management advice. Their core ethical values ensure integrity and professionalism in all endeavors. They are seeking an enthusiastic, passionate individual to join their team.
Your Day-to-Day Duties Will Include:
* Processing incoming new business
* Providing general administration support for the Adviser Team.
* Routine maintenance of databases.
* Participation in strategic project work.
* Handling general telephone & email enquiries.
* Liaising with clients.
What is Needed to Be Considered for this Role:
* Experience in a financial services or wealth management environment.
* Experience with the Intelligent Office System (IO).
* Familiarity with FCA principles.
* Handling client sensitive information within Data Protection Act requirements.
* Attention to detail and passion for precision.
* Strong interpersonal skills, adaptability, and agility.
* Persistence and commitment to completion.
* Quick learning and understanding.
* Extensive office administration experience.
* Ability to identify & prioritise tasks to meet required timescales.
* Proficiency in Microsoft Word & Excel.
* Accurate maintenance of databases & spreadsheets.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will reach out to you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to pinpoint your unique skills and motivations. Additionally, if suitable, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we're unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful