Financial Services Administrator - Liverpool, United Kingdom - Page Personnel Finance

Page Personnel Finance
Page Personnel Finance
Verified Company
Liverpool, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Page Personnel are working hand in hand with this Global wealth management business to recruit for a Financial Services administrator for their busy Liverpool office.


This role would suit someone with previous financial services experience or a graduate looking for their first step into wealth management.


Client Details
This business is one of the UK's leading investment management companies, they have been established for over 200 years. This FTSE 250 business has responsibility for over £44 billion of client assets.


They are currently going through continued growth and therefore this is a great time to become a part of their trusted team.


Description
This financial services administrator role will include but not be limited to the following:

  • Manage the off-boarding of clients providing a quality assurance between Client Facing and transfer teams within Operations.
  • Act as a point of contact for offboarding and deceased queries.
  • Liaise with third party vendors to provide date of death valuations.
  • Managing and checking all payments leaving the business Faster Payments/CHAPS/BACS/SWIFT.
  • Managing and checking all stock transfers on various platforms; CREST/ SWIFT/internal workflows.
  • Credit Control reporting.
  • Administer and manage IW&I portfolio lending and third party lending.
  • Undertake administration duties as specified by section head/manager i

e:
filing, archiving, preparing relevant reports.

  • Keep up to date with regulatory requirements.
  • Put forward process improvements to section head & manager.
  • Ability to assist in any ongoing project work (as needed).

Profile

  • Previous financial services experience or relevant degree
  • Keen interest in wealth management
  • Great communication skills
  • Good organisation skills
  • High level of numeracy, accuracy and attention to detail
  • Ability to prioritise and work under pressure

Job Offer
This financial services administrator role will offer the following:

  • £20,000
  • £22,000
  • Dependant on experience
  • 25 days holiday Increases with length of service
  • Hybrid working
  • Generous pension scheme
  • Discretionary annual bonus
  • Season ticket loans
  • Life assurance
  • Flexible benefits
  • Employee Assistance programme
  • On going training
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