Financial Services Administrator
Invest in your future, join our team.
About the Role
Team: Investment
Salary: £21,000 - £23,000 per year
Key Responsibilities
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Setting up and recording external meetings with fund managers.
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Organising external client meetings.
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Organising internal team meetings.
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Auditing investment transactions.
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Actioning bulk administrative duties including investment changes and communications.
Desirable Experience and Education:
Essential Skills and Experience:
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Has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration.
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Good working knowledge of Microsoft Office applications and experience using a CRM system.
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Experience of working in a client relationship focused, targeted environment.
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Excellent attention to detail and able to work quickly and accurately.
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Excellent organisational and communication skills.
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A-Level qualifications or equivalent.
Our Offer:
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A competitive salary.
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Industry leading training and development schemes.
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Paid social events.
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Enhanced holiday package
