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Ipswich

    Financial Services Administrator - Bury St Edmunds, United Kingdom - R13 Recruitment

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    Permanent, Full time
    Description

    R13 Recruitment are proud to be working in collaboration with an extremely well-established Accountancy firm, who are searching for a Financial Services Administrator to join their Bury St Edmunds-based team, supporting on all administrative and compliance for Clients, Advisers and the Senior Management team.

    This is a fulltime role working Monday – Friday. The offered salary for this position is £23,000 - £29,000 depending on experience.

    The company

    An organisation with a formidable reputation in providing a highly professional service in all aspects of financial planning. Offices based across the region, offering support and advice on pensions, investments and wealth planning.


    The benefits:


    23 days plus BH holidays, ability to buy and sell, employee assistance programme, free parking, full study package and generous pension contribution.


    The day to day:

    • Day to day administrative tasks, undertaking a wide variety of duties, following internal processes.
    • Personally responsible for managing own workload, being able to juggle and prioritise effectively.
    • Updating internal software and systems, including provider websites.
    • Ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
    • Attending client meetings with the Senior Management Team/Advisers as and when required.
    • Ensuring all tasks are undertaken to the highest standard and conducted in accordance with the firm's procedures, service standards and the requirements of the FCA.
    • To take an active role in departmental meetings and look to improve existing processes.
    • To travel to and work from other offices when required.

    You will have/be:
    * 3 years min experience of working in a busy administrative or support role ideally within a Financial Services environment.


    • The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
    • Strong communication skills to liaise with both client and providers are essential.
    • Strong attention to detail and organisational skills are essential.
    • Self-motivated and ability to use own initiative
    • Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook)

    How to apply:


    To hear more details about this fantastic opportunity please email your CV to Sean Ferris - Senior Delivery Manager at rthirteen recruitment.

    If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful


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