Finance Administrator - Stoke-on-Trent, United Kingdom - PSP Wealth Management Limited

Description

We are looking for an experienced administrator to join our team. We are a team of financial advisors, specialising in pensions and investments. Our practice is very friendly. and very busy so you must enjoy working in a fast paced environment where concentration and accuracy is key

The role involves working as part of a team, supporting the financial advisors to deliver a high quality administrative service.

You will assist with:

• Running reports and preparing documents and packs for client appointments
• Updating client information using our inhouse client management system
• Processing requests from advisors and following up to ensure they have been completed accurately
• Checking documentation held on file and issuing updates where required
• Updating the inhouse database and relevant spreadsheets
• Reconciling client plans, running portfolio reports and ensuring that the information reported is accurate
• Dealing with a wide range of client enquiries
• Any other administrative task as required

Person specification:
You will be a strong administrator with excellent mathematical skills. You will need to be able to reconcile balances and investigate when things don't add up

You must have excellent attention to detail.

You must be organised and able to manage a busy workload.

Client focused with experience of delivering successful client outcomes.

Excellent telephone manner essential.

You must have used Microsoft packages; Outlook, Word, Excel and web-based portals previously and you will be able to input data quickly and accurately.

A high level of English and Maths is essential.

Hours of work are Monday to Thursday 8.30am to 4.30pm and Friday 9am to 1pm

We operate a working from home rota so you will get to work from home for a minimum of one day a week after successful completion of probationary period.

Holidays are 20 days per year plus statutory bank holidays
Holidays around the Christmas period are in addition to the standard entitlement
On site parking available
Refreshments provided
Friendly and relaxed office environment
Pension

Salary dependent on experience


Salary:
£19,000.00-£22,000.00 per year


Benefits:

• Onsite parking
• Work from home

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• StokeonTrent ST6 1PF: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Do you have a minimum of 1 years experience working in a finance related office?

Work Location:
In person